The Best Options For Your Old 401k(s) – A Step-by-Step Guide

The Best Options For Your Old 401k

So, how many different companies have been at in your working career? If you’re like most people today, you’ve probably switched jobs at least a couple times. It seems like some people can switch every six months while others can stay for years.

Regardless, it’s extremely rare to see someone who stays with the same employer for life. Things have certainly changed from the baby boomer generation.

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The Best Personal Finance Tips When Changing Jobs

The Best Financial Tips When Changing Jobs

Congratulations, you landed a new job! Hopefully, it’s the job of your dreams or at least a lot better than your previous one.

Now that you’ve said “I do” to your new employer, it’s now time to tackle the financial things to do when changing jobs. Don’t worry, the list isn’t overwhelming (although we certainly understand the stress of moving and changing jobs), but many of these items are time sensitive and could have a major impact if not handled correctly.

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5 Financial Must-Dos On Your Birthday

Financial Must Dos Birthday

Oh the joys of having another birthday. It just means you got another year older… congratulations! You are probably wondering where in the world the last year of your life went if you’re anything like me - getting old can be rough.

I heard a great quote the other day that totally resonated – “The days get longer, but the years get shorter.” So true in my opinion. The older I get, the more time flies. I have no idea why, but that’s definitely how it feels.

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Acorns: A Cool App For Saving Money

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Did you set a goal to try and save more money this year? If you’re like most people, this is a recurring goal that continues to rear its ugly head time and time again.

Let’s face it, saving money can be tough. Spending money is much easier and way more fun… hey, I’m a financial advisor, and I’m in total agreement. However, as much as we dread putting some money away for a rainy day – or for whatever reason, we need to do it. Some of us are good at, while others are not so good.

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Why Maxing Out Your 401k Could Mean Missing Out On Thousands

Maxing Our Your 401k Missing Match

The 401k; our main bucket of retirement plan savings. Like it or not, that’s what we have, and it looks like that’s what we’re going to continue to have for the foreseeable future.

If you’re like most people, you eventually got around to putting money into it at some point – let’s just hope this epiphany of saving for your retirement hit you sooner than it did for a lot of people.

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The Dirty Little Secrets to 401k Loans

Dirty Secrets of 401k Loans

Now that the holidays are over, it’s back to reality. For many – hopefully, not you – it means paying off all the debts you racked up from your extremely generous giving. Let’s just hope you had already budgeted for it and you were merely using your credit card to get the free rewards.

Regardless of whether you have debt or not, sometimes, unknowns pop up in our lives where we need to get access to money. If you don’t have it sitting in a savings account – which I’m sure you do if you’re an avid reader of this blog – you have to find it somewhere.

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NextGen Wealth Named One Of The Top Financial Advisors in Kansas City!

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We were named as one of the top financial advisors in Kansas City by Expertise.com! So cool that I just had to share. Check it out at the link below.

 

Why New Year’s Resolutions Still Suck

New Years Resolutions 2

The New Year is upon us, which means, once again, you get to read my rant on the disdain I have for New Year’s resolutions – sorry if you’re looking for financial planning advice today, as this is my one blog of the year where I veer a bit off topic. So with that glorious intro, ENJOY!

It amazes me that the classic con of joining a gym in January still works today. It’s so baffling. It seems like all I see this time of the year are gym membership commercials and billboards.

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Why I’ve Realized Giving is so much better than Receiving

Giving Better Than Receiving 1

Don’t you remember Christmas as a kid? It was awesome! For me, it was like the best day of the year – hey, I was a kid, and I was a fan of getting cool stuff.

I remember barely being able to sleep. I’d always sneak out to see if Santa had come yet, but he never did until I fell asleep and then awoke in the morning – like really early morning. I was always so amazed I missed him. I wasn’t even asleep that long, but somehow he still came, delivered presents and didn’t make a peep – or at least wasn’t loud enough to wake me up.

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The Right Way to Save for a Big Purchase

Saving for a Big Purchase

Let’s be honest, most of us all want something we don’t have at the moment. It could be a new house, a new car, a new job, a vacation, etc. And, while it’s been proven that “experiences” bring more memories than actual physical items, it doesn’t mean we still don’t want them.

Whether it’s wanting a new house, a second house, or a dream vacation, it takes money and time to get there. That means savings on your part. And, let’s face it, we’re not that good at saving money. Most of us specialize in spending money – and we’re quite good at it.

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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