Small Business

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Rolling over your employer’s retirement plan

One of the most common questions we get from members of the public is, "What should I do with my old 401k?" If you're leaving (or have left) an old employer, and have a 401a, 401k, 403b, 457, SEP or SIMPLE IRA account from your previous job, you have three basic options available to you:

The Fed, Interest Rates & Me

What investors need to know If the Federal Reserve Raises Interest Rates Janet Yellen, Federal Reserve Chair, and other Fed officials have provided advance warning about coming increases in interest rates.  When, or if, the Federal Reserve Bank raises interest rates, how will that affect consumers and businesses?  In particular, what about the consequences for

The DOL Fiduciary Rule: What it means to you.

Fiduciary An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. (Source: http://legal-dictionary.thefreedictionary.com/fiduciary)   There's a tremendous amount of debate in the financial industry about the US Department of Labor's proposed Fiduciary Rule, but very