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Seniors – Keep Your Allocations

Prairie Eco-Thrifter

JANUARY 12, 2014

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. That would just cost me in taxes! We need to make sure our base grows over his lifetime, especially since we hope to leave a legacy to our children and grandchildren.

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Money 401K Bank Banking 170
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What Can Go Wrong – Naming a Beneficiary

Prairie Eco-Thrifter

JULY 16, 2017

Being the smart person you are, you you sign up for a 401K with company matching and do the right thing by starting to pump as much into it as possible. In 5 years – you’ve married and had a baby, but your 401k still goes to Mom and Dad when you die. Grandchildren inherit but can’t get use of the money.

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Grandchildren 401K Money Contest 140
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