What to do with an old 401(k)? Laid off during an economic crisis like now can be difficult. Leaving your old 401(k) behind should not be.  There are some great advantages to rolling over your old 401(k)’s and IRA’s into one consolidated IRA. This includes – #1 More investment options– Unlike 401(k)s which reduces options…

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  Olive Gooden explains what is happening in the economy right now and what historical data can tell us about a Bear market. Oliver is the Director of Advisor Solutions at Wealth Advisory Group and a member of the Investment Policy Committee at Capital Asset Advisory Services, LLC. As a former Financial Advisor and Regional Director…

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Making Decisions About Life Insurance Life insurance choices can be confusing.   Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them. Life insurance is different because it’s a widely…

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When Should I Start Thinking About Creating A Will? By Sarah Siedentopf   A Last Will and Testament is an incredibly important document, in that it ensures your wishes are carried out after your death.  For many people, the process of creating a will may seem daunting, or, some may be confused about the appropriate…

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Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road.   When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums…

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