October 2019

Posts by financialconsulate

What to Do With an Existing 401(k) Balance

On a weekly basis, we answer many personal finance questions, either for our clients or for radio listeners. The most common question asked is what to do with an existing 401(k) balance that was accrued when working for a former employer. General rules about rolling over 401(k) balances can help guide you through this process,…

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Inertia: The Number 1 Enemy of Personal Finance

To an investor, the main obstacles to wise investing are greed and fear. How often do people buy stock simply because they think that they are going to make a significant amount of money? Greed can make the most rational of investors act foolishly. On the other side of the coin, panic often increases with market volatility.…

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