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.

Laid Off? What’s Your Action Plan?

Layoffs are a fact of corporate life as companies cope with economic cycles and global competition. If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you commonly have three options for your retirement plan assets:   Leave your money in the current plan. Take a cash or “lump sum” distribution. Transfer …