Rollover Planning: What to Do With Your 401(k)

Brett Sebion, Financial Coach – October 14, 2022

Have you recently changed jobs or retired and have money left in a 401(k) plan? Decisions on where that money goes can have a lasting impact on your retirement plan. Make sure you know the rules and options to make sure your existing retirement savings keeps working for you!

Watch our Rollover Planning webinar recording, part of the Wealth Building Webinar series, for some insights.

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Written By Brett Sebion, Financial Coach

Wondering What to Do With an Old IRA or 401(k) Account?

Emerj360 – March 29, 2023

Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million. Funds can generally stay in a 401(k) plan sponsored by a former employer, but […]

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Auto Pilot for Your Finances

Emerj360 – March 22, 2023

When you need directions, do you reach for a map or type your destination into a computer or smart phone? Paper maps are nice, but they’re old school in some respects. They can’t tell you if traffic’s backed up or a road is closed. Technology is also changing the options for managing our finances. Auto […]

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Webinar: Women, Wealth, and Wisdom

Heather Jordan – March 17, 2023

In honor of Women’s History Month, join us for our Women & Investing webinar on March 29th at 5:30 pm. As a woman investor you have unique financial challenges. You earn less than your male counterparts and you live longer. You also tend to carry the burden of caring for aging parents and are likely […]

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