by Eric Blake, CFP® | Apr 20, 2022 | Uncategorized
Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.1Although shocking at the time November was just another record-breaking month in a string of record-breaking...
by Eric Blake, CFP® | Apr 6, 2022 | Uncategorized
When you roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan, you generally don't pay any taxes until you receive a distribution from the new plan or IRA. If you take a distribution but don't roll it over, it will be subject to federal...
by Eric Blake, CFP® | Mar 30, 2022 | Retirement-Featured
I was raised primarily by a single mother and saw her grow a very successful business while raising a son on her own. I also saw the financial challenges that my grandmother faced (very successfully, I would add) when she lost my grandfather, and my primary father...
by Eric Blake, CFP® | Mar 23, 2022 | Uncategorized
No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart their own course, independent of a traditional family structure.Examine your life as it...
by Eric Blake, CFP® | Mar 10, 2022 | Uncategorized
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and...
