Aug
24

Finding the Right IRA Match for You

posted on August 24th 2017 in Market Commentary & Your Financial Advisor with 0 Comments

All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which is why we recommend that you sit down with financial planner to discuss your options […]

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Jan
11

Financial Strategies for a Job Change

posted on January 11th 2017 in LA/OC CFP Team Posts with 0 Comments

It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job.   Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable.   Even if you are voluntarily moving directly […]

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Nov
16

Saving Taxes the Smart Way

posted on November 16th 2016 in Austin CFP Team Posts with 0 Comments

Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]

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