Archive for April, 2008
Friday Finance Findings For April 11th - SmartyPig Winners Edition
Posted on
Fri, 11th April, 2008 by
Jeremy
(1) Comment »
I wanted to first start off by announcing the winners of the SmartyPig gift cards. The winning numbers were selected and are:
This means the winners of each gift card goes to Alan, and twistedsouthernbelle. I will be sending each of you emails later today to get the information needed to mail the cards out. So, […]
Poll: How Much Are You Saving This Year Compared to Last Year?
Posted on
Thu, 10th April, 2008 by
Jeremy
(19) Comments
As economic times get tougher for some, I wonder what effect this has on how much people are able to save. Are you finding that you are able to save more this year? Less? The same amount? In addition to your relative savings amount, has your saving priorities changed? For example, has your focus shifted […]
Are You a Part of Generation X? If so, USA Today Wants to Talk to You
Posted on
Tue, 8th April, 2008 by
Jeremy
(1) Comment »
If you fall somewhere in the demographic for Generation X, I have an opportunity for you. I’ve been talking with Lynn O’Shaughnessy, who is writing an article for USA Today that discusses Generation X and their finances. I’ve shared a lot of my observations and information, but she also wants to have a peek inside […]
Woman Refuses to Roll Over 401k Saying She Would Lose Half of Her Money
Posted on
Mon, 7th April, 2008 by
Jeremy
(30) Comments
One of my duties as a CRPC is to assist people with rolling over their 401k/403b plans when they change jobs. More often than not, this is a pretty simple conversation to have. I explain how they are able to transfer the funds to another qualified plan and avoid any taxes or penalties. Usually, that […]
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