By Brian Bloxom, ChFEBCSM Hopefully you enjoy your job (I know I do!). But even in the best of careers, work is…well, work. And sometimes what keeps you clocking in and out day in and day out is knowing that one day you’ll clock out for good. And especially after the last couple years we’ve had, …
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How to Be Prepared for the Loss of Your Spouse
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 …