-
Subscribe
Subscribed
Already have a WordPress.com account? Log in now.
Schedule a conversation
Changing jobs is often framed as a career decision—but it’s also a financial inflection point. One of the most common (and overlooked) questions that comes with a job change is: “What should I do with my old 401(k)?” For many people, the default response is inaction: leaving the account behind with a former employer or…
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking. The value of the planner is that he or…
Having at least a basic insurance plan is essential for anyone. While many jobs cover your insurance needs, not all of them do. It’s important to figure out what insurance plans you need and what works best for you and your family. Choosing an insurance plan can be complicated, so when doing so, try to…
Not much in life comes with a guarantee – annuities are an exception. These insurance contracts will guarantee you a fixed income stream in retirement. When it comes to purchasing an annuity, your current age and relation to retirement can make a big difference. However, the best age for purchasing an annuity depends on your…
Keith Weiss CFP® 