As we wind down 2018, you’re probably busy with the usual holiday events and preparations. I’ve got a few more items for your to-do list that won’t take long, but will help you feel more financially organized when you prepare for the new year. Prepare for the New Year – Know Your Deadlines You still […]
401(k) to IRA Rollover: How to Move to a New Financial Institution
When you’re considering rolling over your 401(k) to an IRA, know that you have options. Opening a 401(k) at one financial institution doesn’t mean you have to stick with the same institution for your rollover. Even if you already have an IRA, you can move that to a different financial institution, as well. You have […]
New Hampshire Economy: The Past 10 Years
The New Hampshire economy has been through a lot over the past decade. The 2008 recession hit the Granite State particularly hard, due in part to the massive hit the manufacturing industry took in our state. A recent episode from New Hampshire Public Radio’s show, The Exchange, took a look at what was going on […]
2018 Q3 Market Update
The third quarter saw some market volatility as the economy responded to global uncertainties. In the U.S., tax cuts and fiscal stimulus led to a healthy U.S. economy overall, and a stronger dollar. The economy around the world continues to grow, though slower than it was in 2017. Some global economies have been negatively impacted […]
No 401(k)? What you should do instead.
The 401(k) is the most commonly used retirement plan in the U.S., and it’s easy to see why. Pre-tax money contributions and employee match programs are big perks. And 401(k)s are accessible – according to the Census Bureau, nearly 80% of Americans work for companies that offer a 401(k) plan. If your company offers a […]
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