If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you generally have three options for your retirement plan assets. This article spells them out.
The advantages of a direct rollover include simplicity and continued tax deferral on the full amount of your plan savings.
If you’re looking for way to save money as you head into 2021, there are a few ways that can potentially cut costs around your household, without having a major impact on your lifestyle. Read on for three ways you can trim some of your biggest costs or even eliminate certain expenses.
When Reviewing Your Budget, Consider Scale
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make the most of the New Year, keep the following tips in mind.
1. Outline New Goals
More than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns — it was an unusual year of extraordinary challenges.