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"You make the decision to go or to stay and those going need objective advice and a strategy of, “How are we going to do this, does it make sense?” Having somebody to bounce ideas off and to go through the stress helps. We say its 98% therapy and 2% real estate in terms of what we do to help families."
"My colleagues and I are looking for some 401k rollover guidance. I have a 401k (split into Roth & normal) with Vanguard from my former employer. My new employer 401k option is with Fidelity but currently has fewer options so I'm hesitant to rollover. What should I do?"
"We grow up with the impression that money is somewhat easy to make. I think that with that mentality, you burn out a little bit faster than you’d think because that’s not really the reality of things."