You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid.

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

I imagine many of you have heard the story of the Blind Men and The Elephant. I believe it may have been the sixth grade or so when I was first introduced to it.

Having met with thousands of individuals during the 25 plus years of my career, I have noticed most people tend to make similar mistakes.

If you want to retire, then you better put your money to work. View your retirement savings as a little army that is going to fight for your future income.

Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

When you boil it down, there’s really only three places where you can invest money:

People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.

I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.