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Seniors – Keep Your Allocations

Prairie Eco-Thrifter

Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA.

Money 170
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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

Stock Market Basics: How Does 401k work Understanding 401k is a must to help you save money for retirement purposes plus it also helps you save taxes and get more cash in your hands. Here is a real life example. This list provides an overview of steps that can be taken.

October 200
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Meet a Reader | Kim from Iowa

The Frugal Girl

We also have many small examples just through letting people know that we are open to accepting used items (definitely not the norm in our affluent suburb). I just wanted to get away and I moved my 401K money to the advisor they referred me to. We definitely keep things simple around here.

Iowa 168
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

That would just be silly and… Jeffrey presents Money Rules Book Review: A Quick Guide to Finances posted at Money Spruce , saying, “I recently checked out the new book Money Rules: The Simple Path to Lifelong Security by Jean Chatzky. ” Investing. Amazing but true, you just have to pick the right direction! .”

Money 133