It was Thursday night, June 23rd. I was packed and ready to head out the next morning for the annual trip that I take with my significant other and his two boys to Rocky Point, Mexico. I glanced at my phone and saw a few Bloomberg alerts. “What?” I exclaimed out loud, as I started reading that the vote count was showing that Britain was likely to leave the EU. My next thought was, “Now what? Do I stay up until 2
Read PostYou’ve thought about retirement for years. Now, here you are getting close, and you feel… anxious, nervous, and for some of you, even terrified. You’ve been saving for years. The thought of starting to spend that savings makes all kinds of questions run through your mind. What if the market goes down? What if you don’t have enough? Should you start Social Security now so you have some income coming in… but, wait, you’ve read that it is better to wait and begin benefits later. How should you withdraw your money? Once a year as a lump
Read PostMoney is often a key consideration during your divorce process. How you address your finances during divorce has consequences which last a lifetime. One of the most common decisions during divorce is the division of your (and/or your spouse’s) 401k. The process sounds easy enough, but there are some key rules to follow. Best practices should be considered before simply dividing your retirement accounts in half. Should We Divide the 401k In Half in Our Divorce? Dividing assets in half does not mean that ALL accounts are divided down the middle. This may sound obvious to the person who is not caught
Read PostWe hosted our official Grand Opening on Thursday, May 10th, just outside our new office on the patio of 5th and Wine. You can check out more pics and a SLIDE SHOW on our FACEBOOK PAGE! (I know, I know, we’ve been open for a while – but it takes awhile to plan these things.) We had a fantastic turnout. I think the tally was about 75-85 people. The juice drinks were flowing and the misters were going. (For those far away, keep in mind Phoenix in May is starting to cook.) Thanks to everyone who attended
Read Post