Author: David Sizemore

David Sizemore

David Sizemore
Vice President of Investments, Retirement Advisor

Recent Posts

Your Retirement Plan and a Job Change: What You Need to Know
Nov 09, 2020
If I change jobs, what happens to my retirement plan?
What Does Rolling Over a 401(k) Mean?
Aug 03, 2020
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
Jul 20, 2020
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
May 26, 2020
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
May 18, 2020
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
Mar 16, 2020
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[...]
4 Things You Didn’t Know About a 401(k)
Dec 16, 2019
A 401(k) is a unique retirement plan that offers tax-deferred benefits, matching opportunities and long-term savings. The way you use these[...]