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Archive for September 2017

[Video] Are You Fully Vested?

MICHELLE SMALENBERGER, CFP® Have you ever looked at your retirement account statement and noticed two different account balances?  The first being an account balance and the second being the vested account balance.  This is because there is a time frame that you have to wait before the employer contributions in your account are vested.  Let’s…

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You can’t afford to wait!

We are all praying for the states that have been, and will be affected by hurricanes.  No one wants to go through any natural disaster or event like this. But the reality is that things will happen in life that you just can’t afford to wait in planning for.  Governor Rick Scott in Florida provided…

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[Video] Beneficiaries: Who, When, & Why?

STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance.  Something that we haven’t touched on yet is what happens when you pass away.  So what I want to go through here is the big picture to make sure everything is still as you desire.  Because sometimes life happens.  It…

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Do You Panic About Investment Performance?

We have been attending a conference in Dallas over the past week.  After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas.  Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…

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