Your 401(k): To rollover or not to rollover?

If you’re considering rolling over your 401(k) into an IRA account, it’s important to weigh the pros and cons. Pontera has published an informative article outlining some key factors to consider when making this decision. Take a look and feel free to reach out with any questions. We’re here to help!


Are you ready to chart a course to your financial destination? We think our complimentary financial plan is the perfect first step. Learn all about the benefits described in this article from the folks at Motley Fool and give us a call when you are ready for us to prepare yours!

How To Roll Over Your 401(k) Into An IRA

When it comes to your 401(k) plan, what happens when you leave your employer or the plan ends? Don’t fret! You’ve got options. Check out this informative article that outlines the pros and cons of each option. Its always a good idea to be informed so you can make the best decision for your financial  Read more ➝

Thinking of a Staycation?

Thinking of staying home for vacation? Vacation could just be a state of mind…and a staycation much more affordable. Here are 7 tips to a low-cost, work-free staycation…click here to read. If you are looking for more insights on how to save money, contact us for a complimentary financial checkup.

What happened to the promised recession?

Real gross domestic product grew at an annualized rate of 2.4% in Q2, unemployment stands at 3.6% nationally, and wages are now growing quicker than inflation. Yes, the interest rates were just raised by a quarter point on July 26th and are projected to raise again in the foreseeable future, however, the state of the  Read more ➝