Month: February 2025

Where Should I Rollover My Old 401k?

This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it over into your own IRA. And three, having a financial advisor rollover and manage your old 401k. There are pros and cons to each, but the bottom line is that choosing one of these options is almost always better than leaving it in your old employer’s plan!

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Big Financial Journeys Begin with Small Steps

Have you established big financial goals for 2025? This video talks about the importance of giving your brain smaller, “stair-step” actions to get you moving forward and believe that you can achieve your big goals and create the life you are meant to live.

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