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Tag: Retirement Plan

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To Roll or Not to Roll?

November 22, 2019January 19, 2020by Maureen.Wright3 Comments on To Roll or Not to Roll?
To Roll or Not to Roll?

What should I do with my old 401(k)? This is a a question I get often from friends and family. If you are in the middle of switching careers, your former employer 401(k) can often get lost in the shuffle. As a quick recap, a 401(k) is one of the many benefits provided to employee's [...]

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401(k)s: Five Terms You Should Know

August 29, 2019October 17, 2019by Maureen.Wright12 Comments on 401(k)s: Five Terms You Should Know
401(k)s: Five Terms You Should Know

I was recently having a conversation with a client about their 401(k), a few minutes into the conversation I realized that I had lost her attention. I realized that I had started using financial jargon and that was where she stopped tracking the conversation. That's when I decided to re-direct the conversation and spend some [...]

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