By Brian Bloxom, ChFEBCSM If you’ve recently become widowed, we know you’re walking through a difficult time that few others can truly understand. We also know you may be overwhelmed by the life management tasks you’re now solely responsible for—tasks that may have been taken care of by your …
Should You Do a 401(k) Rollover?
By Brian Bloxom, ChFEBCSM Your dream of a fulfilling retirement won’t become a reality without years of diligent planning and saving. And I’m sure you’ve been socking away your hard-earned dollars year after year into your trusty 401(k), right? But what happens to this money if you switch to a …
5 Moves to Get Your Kids on the Right Track Financially
By Brian Bloxom, ChFEBCSM Some of the biggest lessons we teach our children are responsibility, honesty, and respect. However, what most parents don’t realize is that the earlier you add money to the list, the better off they’ll be later in life. Whether your kids earn a weekly allowance or plan …