July 29, 2018

Whenever you change or quit your jobs, and if you have a 401(k) in your current position, you have the option of moving your account into an individual retirement account (IRA). Or when you are retired, it's also a time when you can make the switch-over from your 401(k...

February 5, 2018

Hello everyone, and welcome back to Money Updates. Today, I'm going to be talking about the seven steps to retirement to security. Before we start, let's start with a quick story.

There was a couple who always wanted to come to California. It wasn't the beach that they...

January 31, 2018

Have you ever been in a restaurant that has a menu that is a thick as a novel with hundreds of different things that you can choose from? I have, and every time I go to this restaurant and I sit down, and I try to choose something, and the waitress ends up coming to ta...

October 11, 2017

Many of our clients wondered how to invest their money safely and securely in time of uncertainty. Well, there are a couple of ways to go about it. 

Before we continue, let me remind of some investments that have been deemed “safe” over the years, but has proven to be...

October 11, 2017

Retirement plans can be workplace sponsored or they can be initiated and funded by individuals. Generally, there are two main categories of employer-sponsored retirement plans in operation today: defined benefit (DB) plans and defined contribution (DC) plans. Here's ho...

June 2, 2017

Setting yourself up for a success in your retirement is all about planning ahead—and if you start early, you should have plenty of time to do so. No one plan to fail their retirement, but most people just simply fail to plan it! This plan includes creating or starting...

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