Is Consolidating Your Retirement Accounts a Smart Idea?
There are a host of factors to consider when deciding whether to leave retirement plan assets at a previous employer, to take a distribution, to roll them over to your current employer’s plan or opt for a Rollover IRA. And the laws governing retirement as
Donor Advised Funds: Family Giving Made Easy
In 2014, Americans gave more than $358 billion to charity with nearly three-quarters of that amount coming directly from individuals. And while much of these donations come in the form of direct cash gifts, more and more individuals are turning to planned
How To Reward Yourself For Smart Financial Planning
The right incentive can make you a better spender, saver and financial planner. Use this checklist to learn four ways to reward yourself for smart money management.