401(k) & 403(b) Rollovers Archives

Where Should I Invest After Maxing Out My 401(k)?

If you are wondering about ways to invest outside of your company’s retirement plan, you are taking significant steps towards securing financial stability for your future. 1. Consider putting money into a traditional or Roth IRA An IRA (individual retirement account) is a financial tool that allows you to save for your retirement independently from your job.… Continue reading Where Should I Invest After Maxing Out My 401(k)?

These Shocking Retirement Stats Will Motivate You to Action

Are you confident that you’re financially prepared for retirement? Your Fresno financial advisor understands that these shocking retirement stats might just make you think twice. The average life expectancy increasing and the cost of living rising. Because of this, it’s more important than ever to start planning for your golden years. According to recent studies,… Continue reading These Shocking Retirement Stats Will Motivate You to Action

What Can Be Done With an Inheritance?

Have you recently received an inheritance and are unsure about what to do with the newfound wealth? Look no further, as this article will provide you with valuable insights on how to make the most of your inheritance. Whether you have received a large sum of money, real estate properties, stocks, or other assets, there… Continue reading What Can Be Done With an Inheritance?

Choosing the Right Mutual Funds

Are you ready to take your investment portfolio to the next level? Choosing the right mutual fund is a crucial step in achieving your financial goals. Whether you’re a seasoned investor or just starting out, your Fresno financial advisor will discuss will guide you through the process of selecting the best mutual funds for your… Continue reading Choosing the Right Mutual Funds

5 Tips to a Successful Retirement

Have you ever come across individuals who are living out their retirement dreams and find yourself questioning, “How did they manage to achieve that?” Their excitement is evident as they excitedly discuss their plans to explore the globe or be exceptionally charitable, and it’s infectious! So, what does this appear like in daily life? Let’s… Continue reading 5 Tips to a Successful Retirement

Can a Self-Directed IRA Help Me?

We enjoy having choices, whether it’s a wardrobe filled with various options or a variety of flavors to select from at our preferred ice cream parlor. Understanding a Self-Directed IRA A self-directed IRA (SDIRA) is a retirement account that offers tax benefits and is similar to a traditional or Roth IRA. The main difference is… Continue reading Can a Self-Directed IRA Help Me?

How Much of My Income Should I Invest for Retirement?

One financial objective that everyone should prioritize is saving for retirement. It entails putting some of your earnings aside to guarantee a decent living once you retire. Your Fresno financial advisor says this that figuring out how much money is appropriate to save for retirement might be a challenge for a lot of individuals. Putting… Continue reading How Much of My Income Should I Invest for Retirement?

Inheriting an IRA? Here’s What You Need to Know

‍Inheriting an IRA can be both a blessing and a bit of a financial puzzle. Understanding the ins and outs of this inheritance can make a world of difference in maximizing its benefits. From navigating tax implications to deciphering distribution rules, there’s plenty to unravel. But fear not, we’ve got your back. So, grab a… Continue reading Inheriting an IRA? Here’s What You Need to Know

What Can I Do With An Inheritance?

Are you fortunate enough to have recently inherited something? Congratulations! What should you do with this unexpected fortune is the issue that now emerges. Making the best decisions with your inheritance, whether it is a sizable sum or a lesser one, is essential to ensuring that it will be to your long-term advantage. This essay… Continue reading What Can I Do With An Inheritance?

Get Your Emergency Fund Started Today

Welcome to our in-depth manual on creating and managing an emergency fund. Because life may be unpredictable, having a safety net in place can help you deal with unforeseen costs or a sudden loss of income. This book is here to assist you every step of the way, whether you’re just beginning to accumulate an… Continue reading Get Your Emergency Fund Started Today

California Insurance License # OK48173

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Category: 401(k) & 403(b) Rollovers