Posts Tagged ‘Financial’

Comprehensive Financial Planning in a Nutshell

Comprehensive financial planning implies attention to detail. In this article, we will take you through 8 aspects of finance that you must attend to

Savings Plan: Common sense calls for one. Decide what portion of your earnings you would like to save for needs like a college fund for your children, your own house, a health [...]

Financial Planning Advice: 401(k) Rollover Information your Financial Planner Might not Want to Tell You…


The recent Pension Protection Act offers good news for the non-spouse beneficiary of a 401(k). It is now possible to arrange a trustee-to-trustee transfer of an inherited 401(k) to an inherited IRA. This is great news for the consumer, and represents a significant change from the old law.

The new law basically offers inherited 401(k)s the [...]