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My Former Employer Sent me a Check for my 401(k) Balance, Now What?

Sep 2nd, 2020 • Damian Dunn

I left a job recently and I had just started participating in the 401(k) there. My employer sent me a check for what I had in my 401(k) account. Can they do that?! What do I do now? Robert Hey Robert, Based on what you’ve shared and what I’m assuming the situation is, yeah, they … more »

Is Now a Good Time to Refinance?

Aug 25th, 2020 • Gayle E.

It’s not too late Mortgage rates are at an all time low and even though the economy has been ravaged by COVID-19, the future for refinancing continues to look bright. If you’ve been thinking about refinancing but haven’t yet, it’s not too late. Interest rates are at record lows and forecasted to stay here for … more »

The Pros and Cons of a Health Savings Account (HSA)

Aug 19th, 2020 • Damian Dunn

Over a year ago I moved from my employers high deductible medical plan to my wife’s medical plan. While I was in the high deductible plan, I was maxing out my HSA. I currently have $6,500 in the HSA ($6,000 invested in a mutual fund). My company has since moved to a medical plan with … more »

Choosing a College is One of the Biggest Financial Decision You’ll Make.

Aug 11th, 2020 • Damian Dunn

18 year olds all over the country spend every fall and winter visiting schools (under normal circumstances, obviously), talking with financial aid, filling out applications, and patiently waiting for a large envelope to be delivered to their mailbox. And if that wasn’t already a lot of work, the real decision comes when they must officially … more »

Blog

My Former Employer Sent me a Check for my 401(k) Balance, Now What?

Is *Now* a Good Time to Refinance?

The Pros and Cons of a Health Savings Account (HSA)

Choosing a College is One of the Biggest Financial Decision You’ll Make.

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Is Now a Good Time to Refinance?