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.

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.

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.

NerdWallet: Mortgage Options

What mortgage options are available for people with underwater mortgages purchased after December 26, 2009?

Single Point of View | Charitable Planning

When it comes to charitable planning and philanthropy, the three pillars of giving are time, talent, and treasure. For the treasure part of the equation, there are many ways in which one can give to a cause or organization.  Below is an overview of various charitable planning techniques many families use.  Each of these strategies has pros and cons and it is up to each family to define their philanthropic goals and then to determine which solution(s) are optimal for them.

Bryant Alumni Bulletin - Athletes Helping Athletes

November 13 – Bulldog Connection Bryant alumnus and former lacrosse player Tim Duffany ’06 networks with current student-athletes as part of the Bulldog Connection program that brings former athletes to campus to mentor current athletes. If you are a former varsity athlete, plan to join us for the spring program on April 6, 2013.

Legendary American football coach Vince Lombardi said, “Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.” 

No one knows better than Bryant’s student- and alumni-athletes how true this is. The and annual Bulldog Connection – a networking event for student- and alumni-athletes – on November 3 began with a panel discussion in  the morning, followed by networking opportunities, and a victorious Bulldog football game. 

Highlighting the event were a dozen outstanding alumni who shared their amazing career experiences and tips for the future with about 60 student-athletes. Alumni working at such prestigious organizations as the Boston Celtics and Amica Insurance gave valuable advice about strategizing professional careers  following graduation.

“Experience is a great teacher and second to having one’s own experience, is to hear from others who have been down that path before,” says Tim Duffany ’06, CFP®, founding partner of Single Point Partners, a boutique advisory firm in Boston. “As a collegiate student-athlete there are so many experiences, habits, and traits that can be leveraged to launch and develop one’s professional career, but one critical challenge is to harness these and communicate them as one’s personal brand. This event helps to guide student-athletes on the path to do so.” 

Want to be a part of this year’s Bulldog Connection? Save the date of April 6, and be part of the Bryant team. Registration can be accessed at www.bryant.edu/alumnievents or contact the Alumni Office for more information.