Perfect Holiday Gift for Women!

Looking for that perfect holiday gift for the women in your life who have everything? Well look no further! Through the holiday season my book "Women, Wealth and Wellness" is on sale on Amazon! Both electronic and physical versions! Click the following link to check it out and have a safe and happy holiday season and New Year! https://a.co/d/9akyPSI

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The 4 Biggest 401(k) Rollover Mistakes

By Cyril S. White, Certified Financial Planner™ As people transition from one employer to another, many are still uncertain about what to do with their 401(k) plan when they leave their employer. Here are 4 of the biggest mistakes you should avoid when considering what to do with your 401(k). A plan participant leaving an employer typically has four options (and may engage in a combination of these options as well), each choice offering advantages and disadvantages. 1. Leave the money in his/her former employer’s plan, if permitted; 2. Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted; 3. Roll over to an Individual Retirement Account (IRA); or 4. Cash out the account value. Each of these options can have a significant impact on your financial goals if not planned and implement...

9/17/2023 Weekly Market Performance

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April 2025 Market Volatility Update

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