Month: February 2018

Take your financial confidence to the next level!

What to Do With Your Old 401(k) Strategy Guide

You have how many retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an old statement.  Most statements should…
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February 26, 2018 0
Find the right fit

How to Choose the Right Financial Advisor Strategy Guide

  Did you know that almost anyone can call themselves a financial advisor?  Is that concerning for you as a consumer or a seeker of financial guidance?  In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in.  I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible.  Below…
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February 10, 2018 0
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