Category: Investing

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what to do with your old retirement account

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

You have how many old 401(k)s or 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. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0
purchasing stocks on robinhood

Should I Use Robinhood to Buy Individual Stocks

Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. *Robinhood Update 3.2.2020* If you plan to be an active trader, a recent event occurred during one of the largest…
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January 28, 2020 0
Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
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