Archive for the
‘Retirement’ Category

Recently started a new job or considering a career change? You may be wondering what this means for your retirement savings under your current employer’s plan. Or maybe it hasn’t crossed your mind. If that’s the case, then here is a sign that you should at least consider the alternatives before deciding to do nothing with [...]
The 4 Routes of Money When it comes to managing money, one generally has four options: save, spend, donate, or invest. These may not seem like a lot of options; however, a majority of people are only spending their money or have no idea how to start implementing the other three choices. People are not [...]
There have been reports that so-called “elder abuse” in a financial context is on the rise, costing elderly Americans an estimated $36 billion last year alone.  By one estimate, roughly one in three older Americans has been scammed in the past five years—what an official at the Institute on Aging calls “an elder financial abuse [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account