I have a 401k account with my former employer. I want to roll it over to the best account possible. Not sure which is the best option. I would also like to withdraw 20 thousand of that after moving it to the new account. What’s the best options here.

I’m wondering if it would ever be a sound decision to leave a house with a 2.7% interest rate. I owe $330000 on a 3000 square foot house. However, I live on 3 acres, my husband and I are getting old, and it’s hard to keep up with the lawn, and we live where it’s […]

My husband and I don’t have combined finances as my credit is far better than his (lots of financial mistakes when he was younger). I was working full time until June of 2025, but due to the nature of my shift work job and being pregnant, I had to step down to part time then […]

I have a friend who lives in Europe.She is interested in moving to the United States and has requested my assistance to help her move her assets to the United States. I’m not a trained financial advisor so I am unsure of what advice I can give her to help her. Should I have her […]

If you will qualify for survival widow benefits, is it better to continue with a TRS job or go back to social security job? I have paid into both, but currently work in a TRS job.

I received an inheritance in bitcoin. It’s in my coinbase wallet. I can’t seem to transfer or cash out. Help

Looking for an in-person hands-on advisor who can help my brother transfer funds from Canada to US & simplify his US accounts & RMDs. He has difficulty with user IDs & passwords, organizing financial documents, and understanding processes. He avoids phone calls & does not retain processes (like gathering info for tax preparers), etc. Although […]

If I do not financially need a non-qualified annuity for day to day issues, should I take the lump some or periodic option based on tax expenditures?

I have an old 401k that was automatically enrolled in a Roth Ira. Its only about 1500. I get a statement every year but it accrues only 2-5 dollars a year. The bank that holds it doesn’t have any locations in my state. I have found myself in financial hardships at time. Should I attempt […]