Category Archives: Financial Planning

Who Needs a Financial Planner?

. [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] . As a financial planner, I always hear this question: “Do I need a financial planner?” To be honest, no one NEEDS a financial planner. I think […]

By Randall Avery, CFP®, CFA | September 22, 2020 | Financial Planning, Uncategorized | 0 Comments |  Like

Read more  

Should I Rollover my 401K into an IRA?

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] When you terminate your employment with your employer, you will have to decide what to do with the money you have saved in your employer’s retirement plan. With […]

By Randall Avery, CFP®, CFA | August 24, 2020 | Financial Planning, Uncategorized | 0 Comments |  Like

Read more  

Have you been laid off?

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] How to Handle an Unexpected Job Loss Thinking about what you should do when you find yourself unexpectedly unemployed is scary. Nobody wants to hear the words, “you’re […]

By Randall Avery, CFP®, CFA | June 22, 2020 | Financial Planning, Uncategorized | 0 Comments |  Like

Read more  

COVID-19 Stimulus Check

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15min Consultation Now![/sh_btn] What to do with your Corona-Virus Stimulus Check? The Corona-Virus Stimulus Check was designed to help us get through the tough times of dealing with this epidemic. Because […]

By Randall Avery, CFP®, CFA | April 13, 2020 | Financial Planning, Uncategorized | 0 Comments |  Like

Read more