Dealing with an Unexpected Retirement.

Retiring earlier than expected isn’t a new phenomenon. Some people are pleasantly surprised to find they are financially ready even earlier than expected. For others, this may be a shock of a lifetime. No matter your view or take on how you got there you need to take action. So how can people deal with early or unexpected retirement? First …

layoff financial planner Arizona

An Unexpected Layoff

2020 has been the year of uncertainty, but don’t give up hope. You may be one of the many affected by large scale layoffs and employment uncertainty. That is why today Kevin discusses the immediate moves to make when facing unemployment due to a layoff.

layoff financial advisor Ahwatukee

Managing a Job Layoff

When you are apart of a small or large layoff there a few key points and decisions you will need to make. Key points Work closely with your financial advisor to establish spending priorities and determine the best options for managing retirement assets.  Apply for unemployment benefits immediately. There are strict deadlines that can’t be missed.  If possible, don’t let health …

5 Mistakes to Avoid After Getting Laid Off.

Our office is located in Chandler, AZ. Chandler is home to numerous Technology companies such as Intel, NXP, and Microchip. Recently several of these companies have gone through company-wide reductions in their workforce. It can be a shocking situation. After 20 years you are out of a job and you just received a package from your former employer with an …