rollover

Left a job? Do a rollover.

Posted March 23, 2008 - 03:02 by Philip Brewer

Personal Finance

Your previous job is no place to leave your retirement savings

I saw this poster on the window of a store-front brokerage firm office near the grocery store.  Although the firm in question has an obvious self-interest in getting you to consolidate your investments with them, the underlying message is a good one.

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Intimidated by Retirement Investing? Get Professional Help!

Posted 2 years ago by Sarah Winfrey

Filed Under: Investment

911 emergency

It might seem like something of a no-brainer to ask for professional investment advice, particularly about retirement. That said, there's still an astonishing number of people I know who don't. They either go it alone, wading through jargon that they don't understand and desperately trying to make numbers that don't mean anything to them mean something, or the guess and hope they get lucky, or they avoid the topic altogether.

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