by Nanette Duffey | Apr 23, 2024 | Financial Literacy, Insights, Investments, Retirement
If you’ve had many job changes, several types of careers, or relocated and have any old 401(k)’s from prior employers (not current ones), consider a little financial “spring cleaning” and roll it over into an IRA. There are several advantages to doing so rather than...
by Nanette Duffey | Apr 18, 2022 | Financial Literacy, Insights, Paperwork
Winter is finally over and spring is finally here. Time to dust off your file drawers and get your finances ready for swimsuit season. What are some instances that the Organized Instincts team suggests your financial files have a good once-over? Let’s take a look. Are...
