Category: General

10 Reasons Why You Shouldn’t Leave Your 401(k) with Your Ex-Employer

What Are the Choices for Managing Your Prior Employer’s 401(k)? The choices may seem quite simple, but there are pros and cons to consider: • Do nothing and leave your investments in your ex-employer’s 401(k), 403(b) or similar account. • Cash out your 401(k) and settle with the IRS on the taxes and penalties due. […]

Retiring in a Bear Market: What to Know

With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that you will depend upon to fund part of your retirement, lose value can be disconcerting, to say the least. Understanding a Bear Market We have […]