Financial Freedom in Retirement Blog

We believe today's saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!

Want to know if you can consolidate some of your retirement savings accounts? In this course, we provide valuable insights to help you know the three types of accounts. Bonus – Roth accounts can also be passed on to your heir's tax-free.

Overlapping Funds

By: George Wells

October 16, 2018

Are you putting all your eggs in one basket? Want to know if you might have some mutual funds that are all holding the same stocks? Many commonly recognized companies are held in thousands of different mutual funds. What may appear as diversification, may be misleading.


1. If you're not financially ready to invest.

2. There could be too much risk investing.

3. If you need the money for other life events.

4. Lack of knowledge on the stock market.

5. Lack of strategy in the Stock Market.