Changing Jobs? Don’t Forget Your Retirement Account
July 1, 2019
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are
Insights
5 Tips for Managing a Sudden Financial Windfall
June 1, 2019
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion
Exposing the Top 7 Social Security Myths
May 1, 2019
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully
5 Kid-Friendly Financial Literacy Tips
April 1, 2019
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require
The 5 Phases of Pre-Retirement
March 1, 2019
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and
5 Tips for When the Markets Get Rocky
February 1, 2019
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors
Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now
January 1, 2019
Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help
Don’t Miss These 7 End-of-Year Financial Planning Tips
December 1, 2018
The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,
Top 5 Apps to Save You Money
November 1, 2018
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx
3 Reasons Why Robots Won’t Replace Financial Advisors
October 1, 2018
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive
Disclosure:
- Before rolling over your retirement account, consider all available options, which include remaining with your current retirement plan, rolling over into a new employer’s plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider – such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan’s investment options, in some cases, the investment management fees associated with your plan’s investment options may be lower than similar investment options offered outside the plan.
- Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
- Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
- Investors should consider the investment objectives, risks and charges, and expenses of mutual funds carefully before investing. The prospectus, which contains this and other information about the funds, and can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
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