by Kelsea Rounds | Sep 24, 2013 | Financial
Rolling a 403(b) or 457 plan account into an IRA could be worth consideration for many retirees. Making a switch may provide access to greater investment flexibility, portability, and the value of professional management during retirement. If you’re about to...
by Kelsea Rounds | Aug 27, 2013 | Financial
Writing a will is not as simple as it sounds. For most people, it requires important decisions on how to divide assets, who to select as an executor and beneficiaries, what to do about amounts owed by you and debts owed to you, and how to adequately provide for...
by Kelsea Rounds | Aug 9, 2013 | Financial
The current economic and market environment has prompted many Americans to rethink their retirement strategies. If you are experiencing a job transition—particularly if the transition is unplanned and unexpected—such a reassessment may be particularly important for...
by Kelsea Rounds | Jul 23, 2013 | Financial
Investors have many difficult decisions to make, in each stage of their lives, and every financial decision is based on your virtues. You must do what is best for your family throughout all of your and their financial life’s stages. The first financial life stage is...
by Kelsea Rounds | Jul 1, 2013 | Financial
One of the hardest things for a financial advisor (and/or financial planner) to articulate is his or her value. So much of what a financial advisor does is based on how he or she invests your money, but at that same time, there are many other areas where an advisor...
