Posted on Wednesday, July 19, 2017 by Bob Coode, CSA
Wondering if you can transfer your traditional 401(k) balance over to a Roth IRA? Well, the answer is yes.
Posted on Tuesday, July 18, 2017 by Robert Coode
It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.
Posted on Saturday, July 15, 2017 by Lou Trivisonno
You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. However, you still have time to act before any interest rate hikes significantly affect your finances.
Posted on Wednesday, June 21, 2017 by Lou Trivisonno
The increasing student loan debt burden of older Americans has serious implications for their financial security.
Posted on Tuesday, June 20, 2017 by Bob Coode, CSA
Prepaying funeral expenses may allow you to “lock in” costs for future funeral or burial services at an agreed-upon price.
Posted on Tuesday, May 9, 2017 by Bob Coode, CSA
For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.