Ideas & Insights

401(k) Rollovers

March 31, 2016, No Comments by Kimberly L. Curtis


So, you have a new job... great news, right? Well, yes... but there's also a lot to think about prior to jumping into the excitement of your transition. If you have a 401(k) plan at your previous employer, now is the time to start thinking about what to do with it. And before making any final decisions, here are three tips to know: 

IBPA Benjamin Franklin Award Finalist

March 24, 2016, No Comments by Shannon E. Johnson


Excited to announce Money Secrets: Keys to Smart Investing is a IBPA Benjamin Franklin Award Finalist for Cover Design: Nonfiction.

St. Patrick's Day

March 17, 2016, No Comments by Kimberly L. Curtis


Who doesn't love a little celebration and/or Guinness on St. Patrick's Day?  It's a fun time of year when spring is right around the corner and most are feeling celebratory. We made it through the winter, hooray! With that in mind, here are a few fun facts in regards to the Irish-centric day: 

Retirement Distributions

March 10, 2016, No Comments by Niels A. Jepsen


While we are deep in tax season, many people begin to review their retirement plans and accounts. Over time, many may find it necessary to take money out of an IRA or other retirement account, but before doing so, should know the penalty that may occur. Here are 5 key concepts the IRS suggests you understand before moving any funds:

Identity Theft Recovery

March 03, 2016, No Comments by Shannon E. Johnson


National Consumer Protection Week is coming up (March 6-12th) and it's the perfect time to take stock of your finances, health, privacy and technology. To learn more about protecting yourself from identity theft, read our post on the topic here. If you're one of the unlucky victims of identity theft, we have steps listed below to recover from the problem. 

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