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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...

Do You Need a Durable Power of Attorney?

Video Script The durable power of attorney is a legal document that allows a trusted person to act in your place if you’re incapacitated. If you are unable to act on your own due to accident or illness, they can step in to take action for you. They can pay...