Most of us have a hodgepodge of retirement savings accounts. Whether it is an old 401(k), life insurance, Roth IRA, current retirement plan, or all the above, it can be overwhelming. A busy schedule, enormous list of products, services, and investment options to consider, combined with the time and paperwork required to make sense of it all, can leave many of us feeling confused about their next steps. Are you feeling overwhelmed by your various retirement savings accounts? Looking for someone to help you get things organized to help achieve your financial goals?
Taming Your Retirement Savings Hodgepodge
