February, 2023 - Unleashed Financial LLC

When Changing Jobs, Rollovers Bring Benefits

by Jason Preti, CFP®
This post was published on February 23, 2023
Planning

Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their careers or pursue new interests. However, it can also present a challenge when managing… When Changing Jobs, Rollovers Bring Benefits

Inflation: CDs, a Shoe Box, or the Stock Market?

by Jason Preti, CFP®
This post was published on February 15, 2023
Investing, Retirement

With inflation still high, which is best for your long-term retirement strategy? When deciding where to store your money, it’s important to consider if your options will keep up with inflation. Bank CDs and keeping… Inflation: CDs, a Shoe Box, or the Stock Market?