David Sizemore
Recent Posts
How Millennials Can Benefit from Working with a Financial Advisor
As a Millennial, you may not think you need a financial advisor until you’re older, when perhaps all of your debt is paid off and you have a sizable[...]
3 Types of Retirement Plans: When You’re Self-Employed, Which 401(k) is Right for You?
Retirement planning can be complicated when you do have access to an employer-sponsored retirement plan. There are decisions to make, options to[...]
Not Your (Grand)Parents’ Retirement: How Retirement Planning Has Changed
Retirement planning has changed tremendously in the past several decades.
Your Retirement Plan and a Job Change: What You Need to Know
If I change jobs, what happens to my retirement plan?
What Does Rolling Over a 401(k) Mean?
We get this question a lot: If I decide to leave my job (for reasons other than retirement), what do I do with my 401(k)?
Scarborough Debt Counseling: 5 Ways You Should be Using Credit Cards
For some people, the words “credit cards” conjure up thoughts of crippling finance charges, endless minimum payments and debt collectors. But in[...]
Born After 1980? Here’s Your 10-Point Guide to Investing
If you were born in the 1980s or ’90s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student[...]
14 Questions for Joining Finances With Your Significant Other
Much like figuring out where you’ll eventually settle or if children or pets are in your future, determining if, how or when you’ll merge your[...]
Long-Term Care Insurance: What to Know to Help Protect Your Wealth – Part 2
After learning about what long-term care insurance is and why it’s important in part one of this series, you may be wondering how you can better[...]