General Topics

What Happens to Your 401(k) When You Leave a Job?

What Happens to Your 401(k) When You Leave a Job?

Leaving a job can be an exciting transition, but it also brings with it a host of financial questions. One of the most important aspects to consider is what happens to your 401(k) when you part ways with your employer. Your 401(k) is more than just an account; it’s a...

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Curating the Future of Your Estate

Curating the Future of Your Estate

An Unnerving Topic If your local newspaper published your obituary today, would you read it? In 1888, this surreal scenario played out for an accomplished inventor and industrialist who found himself reading his own obituary while very much alive. A death did occur,...

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Don’t Just Budget for Retirement, Budget for Fun 

Don’t Just Budget for Retirement, Budget for Fun 

Summer in the Bluegrass state is fast approaching, but the fun and festivities associated with this warmer weather have been in full force for several weeks now. Being a Louisville native, the Kentucky Derby has always been my unofficial kickoff to summer. And with...

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Moving my 401(k) to a new company

Moving my 401(k) to a new company

Hey Abby! I am switching jobs in the coming week and worried about my 401(k). What do I do with my current 401(k)? You should first make sure the decision you make is what’s best for you and we can help with that! The options listed below are the most common. Leave it...

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