Tag Archives: Financial Planning
401k Rollover for Orphaned Accounts – Is it Worth It?
Orphaned Accounts – Is a 401k Rollover Worth It? On average, Americans change jobs every five years. Over the course of a 35- to 40-year career, that’s a fair number of business cards and, more than likely, a lot of straggling retirement accounts left behind in the wake. Commonly referred to as “orphan accounts,” these …
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in: Archives · tagged: 401k, 401k rollover, Financial Advisor, Financial Planning, IRA, Saratoga Springs, St Augustine
Plan for the worst, hope for the best
By any historical standard, 2013 was a great year for the U.S. stock markets. The Dow Jones Industrial Average and S&P 500 each rose more than 25 percent and the majority of investors enjoyed a profitable year. In addition to great gains, 2013 was marked by historically low volatility. In most years, the markets experience …
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