by Jessica Schnobrick | Nov 20, 2020 | Uncategorized
Video Transcript If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer-sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. You typically have four options,...
by Jessica Schnobrick | Nov 5, 2020 | Uncategorized
Video Transcript What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for...
by Jessica Schnobrick | Aug 7, 2020 | Uncategorized
Video Transcript Cornerstone Financial Team www.CornerstoneFinancialTeam.com (678) 482-0686 As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is ...
by Jessica Schnobrick | Jul 7, 2020 | Uncategorized
Video Transcript Cashmore Financial Group http://www.cashmoreinvestments.com/co… (847) 231-6150 Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans...
by Jessica Schnobrick | May 5, 2020 | Uncategorized
Video Transcript Cashmore Financial Group http://www.cashmoreinvestments.com/co… (847) 231-6150 If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating...
