The investing industry is confusing. Well educated, successful people’s eyes glaze over when you start talking about investing. I’ve seen it. I get it. So it is no surprise when I get this question. But after having tons of these conversations, I’ve learned it isn’t the real question. The real question is actually: “I don’t understand how you guys operate. What kind of account can I open, what do you need from me, and what money can I invest with you?” On behalf of the indust

Maybe you have someone who manages your investments, and maybe “make my money grow” is a sufficient goal right now, but maybe it isn't. What if you are selling yourself short? What if you should have very specific goals as they pertain to your finances? For me, both personally and professionally, the more specific my goals, the more likely I am to achieve them, and the more vague they are, the less likely I am to achieve them. If you have specific goals but no idea how to fin

Changing jobs is always exciting…and anxiety-provoking, and encouraging, and a mixed bag of other emotions. You likely wrestled with the decision for quite some time. Throughout the decision-making process, I’m willing to bet that “what to do with my old 401k” never crossed your mind. Oh, right, that…what should you do with it? You have a few options: Leave it in your old employer’s 401k. Transfer it to your new employer’s 401k. Roll it into an individual retirement account (