Selling your current primary residence?

It’s a fairly straight-forward scenario. You are selling your current primary residence. You don’t own other properties and have no interest in buying a new home immediately. Instead, you move out of your current primary residence. You stage your home for showing (and to seek top dollar sale price!). Then, you begin renting a new…

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Why ‘average returns’ DO NOT matter in retirement!

Do you have retirement on your mind? Have you already retired in the last year or two? Average return is misleading As you think about your retirement and investment portfolio, it’s common to focus on achieving an “average return” and think that’s your ticket to not outliving your retirement savings. But do you understand that…

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What to do with that old 401(k) account?

More likely than not, you’ve changed jobs at least a couple times in your career. When you change companies, it isn’t unusual to leave behind or forget your retirement account (401(k), 403(b), 457, TSP). Often, these old accounts are neglected or rarely revisited for many years. But tending to them is important. Your original investment…

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