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!


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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 ➝

Consumers prove resilient despite virus

The American consumer is proving more resilient than predicted according to the Los Angles Times.  “Its a shift away from vacations.  Its a shift away from dining out.  Its a shift away from apparel purchases.  Its those dollars that you may have invested in those things that now you’re spending on your home and in  Read more ➝

U.S Hiring Slows

On Friday the Labor Department reported that the U.S. economy added 75,000 Jobs in May, one of the weakest monthly increases since the recession ended in mid-2009. As reported by the Wall Street Journal, “The employment figures add to other data depicting an economy that is still growing, but is losing momentum after the first  Read more ➝