Category Archives: Articles

  • Family with suitcases

    Three Tips for Managing a Wealth Windfall

    Although the odds of winning the lottery may be stacked against you, there’s a chance you’ll receive a large – perhaps unexpected – financial windfall at some point during your life. Regardless of how it arrives – inheritance, insurance payout, divorce settlement, retirement-plan distribution, sale of a business, or company stock options – careful money Read More

  • o-WORKING-WOMAN-facebook

    Leave Your Job, Leave Your Retirement Plan?

      When you leave a job – whether due to layoff or for any reason – you are often faced with a decision about your 401(k) or other retirement plans. Over time, you may be in the same position as many other employees who have accumulated substantial balances in these employer plans that are designed Read More

  • silouete of person at deep sundown by lee scott

    You, Inc.: The Leap Into Self-Employment

    After working for someone else, self-employment can be an exhilarating change. But it’s also fraught with potential pitfalls, including the possibility of running out of money before your new venture even gets off the ground. “The more planning you can do beforehand, the more you’ll increase your chances of growth and success,” says Raj Tumber, Read More