What do you do with 401(k)s leftover from former employers when you get the cold shoulder from investment firms? Question: I am with a new employer in the Boston area and do not participate in the company 401(k). I will soon be eligible to join soon. I need to find out how to rollover to the 401(k) plan. Now I am saving in a regular bank savings account and want to use this money for the ... Read More
Vanguard
Taxes and Your Investments
Dealing with a Mutual Fund Transfer Sometimes when dealing with one of my Boston - area tax and financial planning clients, I will see changes in their investment line-up. Clients may change the mix of their investments for a number of reasons. Hopefully, they are using a plan to guide them to decide what to buy and an exit strategy about what and when to sell their mutual funds. We can look ... Read More
New Year’s Resolutions: Money Tips for Staying on Track
The other day I was contacted by Evan Lips, a reporter from the Lowell Sun who was doing a timely article on financial planning tips for the new year. He had spoken to other financial planners and investment representatives and he had a wide range of opinions provided by them. These included ways to manage credit to savings to kinds of investments to use for a retirement account. Because ... Read More
