I’m Changing Jobs. What Should I Do With the Money in My Plan?

Santa Ana, CA – June 20, 2017 Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move is to determine what to do with the money in your former employer’s retirement plan. Four Common Options Generally, you have four options […]

How Well Do You Know Your 401(k)?

Santa Ana, CA – June 13, 2017 The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are […]

How Do I Pay for Health Care Costs While Living or Traveling Abroad?

Santa Ana, CA – June 6, 2017 Generally speaking, public and private health insurance plans in the United States — including Medicare and most private policies — only pay for treatment and services provided to individuals while they are in this country. Therefore, as an American living, working, or traveling outside of the United States, […]

Delaying Retirement May Provide the Financial Boost You Need

Santa Ana, CA – May 30, 2017 Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. For instance, according to the Employee Benefit Research Institute, the age at which workers expect to retire has been rising slowly over the past couple of decades. In 1991, […]

We Are Considering Adopting a Child. What Do We Need to Know?

Santa Ana, CA – May 23, 2017 When considering adoption, it is important to understand the legal process, the evaluation by a social worker, programs that may help you finance an adoption, and your ability to care for a child. Legal Issues Anyone who is considered a “fit parent” may adopt a child, but many […]

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