Tag: investment choices

Celebrate Your Financial Independence Day

In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers!  In the United States, there are certain...

Celebrating 529 Day & Teacher Appreciation

This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th.  529 Day (529 college...

What You Need To Know About Pension Options

If you are retiring or leaving your current employer for whatever reason (laid off, quit, etc.) and you have a pension, you may have the...

5 Steps to Take Before Buying a Home

Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...

To Roll Over or Not to Roll Over Your Retirement Plan?

When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person...

Teacher Appreciation and 529 Day

This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th.  These two financial awareness topics...

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