Money and You

Archived Articles (3)

Changing Jobs? Protect your Assets.

Heidi Clute: October 10, 2009
Whether you are embarking on a new career or relocating due to shifts in the job market, keeping on top of your options regarding your existing insurance policies and pension or retirement plan is critical. You don’t want to leave assets behind unintentionally. There are often time-limited opportunities, strict guidelines and tax penalties to watch for so...
Archived Articles Articles Risk Protection Transitions
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What to Do When Your Paychecks Stop: Attend to your head and your heart before you deal with your wallet

Heidi Clute: October 10, 2009
Whether you are expecting it or not, and whatever its cause, job loss can be devastating. You may think you have prepared yourself as best you can, but job loss can hit like a death in the family. It represents more than a loss of a paycheck. It's a loss of a way of life as well. The first step in getting back on track is to recognize the emotional blow...
Archived Articles Articles Retirement Planning Financial Planning
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Seven Pitfalls On Your Way To Retirement

Heidi Clute: May 10, 2009
Is it time to check up on your retirement plan? The biggest fear among investors is that they will not have enough money for retirement. You can make sure your own plan does not fall short by steering clear of the following pitfalls. These are the most common comments I hear in my professional practice:
Archived Articles Articles Retirement Planning Financial Planning
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