Money Tips

New Year Financial Checklist

Financial Check List for the New Year (Getting your financial house in order.) Most of us will never win the lottery, inherit a windfall from a distant relative or pick the next hot stock. That is all luck and will not secure our retirement or fund our children’s education. Putting your financial house in order […]

401(K) Plans: Greater Protections Needed for Forced Transfers and Inactive Accounts

What GAO Found GAO-15-73: Published: Nov 21, 2014. Publicly Released: Dec 22, 2014. When a participant has saved less than $5,000 in a 401(k) plan and changes jobs without indicating what should be done with the money, the plan can transfer the account savings—a forced transfer—into an individual retirement account (IRA). Savings in these IRAs […]

Clean your Finances

As you prepare for tax time, why not look at your finances in depth. Are you getting statements and not know what they about? You are getting all your documents together for tax time, so why not take a little extra time and get your financial house in order. Taxes, fees and losses harm your […]

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