December 23, 2013

NerdWallet: 401(k)

What happens to your 401k if you quit your job/move to another company?

NerdWallet: Traditional IRA

If I'm around the limit for a Roth IRA (110k single I believe), should I open a traditional IRA as well? I'm starting to max my 401k and want to open an IRA as well and start maxing it.

December 21, 2013

NerdWallet: Credit Report Delinquency

What can I do if I have an erroneous delinquency on my Credit Report?

I am using Credit Karma to monitor my credit. Today I received an update that a new account (under a financial institution I've never heard of; AMCA) has been placed in collections. The amount is nominal at $50. I don't know who to call to investigate, or where to call just to pay it off so I don't have this further impact my credit. Thanks in advance.

December 12, 2013

Single Point of View | Social Security Planning

From a planning perspective, we have found that one of the areas that tends to cause the most amount of confusion, and misinformation, is Social Security claiming strategies.  Unfortunately, many of the resources available to those approaching social security age seem to only compound the problem.  Employees at your local Social Security Office can be a good resource, however, it is important to keep in mind that their job is to provide you with information:  They are not advisors and will not tell you what to do.