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The 3 Stages of Your Financial Life

Video Transcript What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for...

Should I pay down my debt or invest?

Video Transcript A common question we’re asked is, what should I do with extra money: pay down a debt or invest it? Unfortunately, the answer is rarely crystal clear, but here are a few issues to consider. The first is debt load – Consider the number and size of...

What to Do With an “Old” Retirement Plan?

Video Transcript If you’re an investor with a defined contribution plan, such as a 401(k), and you change jobs often, you’ll have to decide what to do with old accounts. There are four basic options: One – You can cash out, which could be costly as taxes will...