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 12, 2022 | Insights, Investments
If you’re employed, chances are you’ve heard of, or you already have, a 401k retirement account. Many employers offer them to their employees as a part of a benefits package along with perks like unlimited paid time off, health insurance, or even work-from-home...
by Nanette Duffey | Apr 5, 2022 | Insights, Investments, Taxes
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
by Nanette Duffey | Mar 1, 2022 | Financial Literacy, Insights, Medical, Retirement, Taxes
As a rule, we don’t like to think about aging. But getting older has its perks, especially with regards to your finances. In fact, the older you get the better your perks. Let’s take a look at some of these benefits you’ll be able to look forward to, and take...
