The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
How To Transfer Your Lump Sum Distribution To An IRA
So you are taking the lump sum payment as your retirement option from your employer, but what do you do next? At 80/20 Financial, we can walk you through this process because we've actually done it ourselves. If you work with us, this will be a summary of the process.
Our Promise To You
We promise to invest your money as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.
Your Pension Lump-Sum Payment... Pros and Cons
Consider your pension payout options carefully. Once you have made your choice, you usually cannot change your mind.
So I ditched my smartphone for 30 days...
You read that title right. I'm the proud owner of new LG Exalt LTE Flip Phone. (Think Motorola Razr except not as cool.) I had considered ditching my smartphone for a while, but I could never pull the trigger because, frankly, I was addicted to the damn thing. I couldn't go 30 seconds without looking at it!
Evaluating An Early Retirement Offer?
Many of you will be given the opportunity to evaluate an early retirement offer soon. Here are some tips to help you with that decision and a few questions to ask yourself.
