Leaving a Legacy
My Grandma Ann came from dirt floors and 13 brothers and sisters. She left high school to work and help support her family after her father died at the age of 40. Later, she put herself through business school to become a secretary and from there, built a life with my grandfather along with …
What to Do with Your Retirement Money When You Leave a Job
When you leave your job or retire, you have an opportunity to manage your funds that have been accumulating in an employer sponsored retirement plan such as a 401(k), 403(b) or government 457(b) plan. Depending on the situation, you generally have four options when you leave your employer.
Am I Behind in Saving for Retirement?
By Cristina Wiebelt-Smith, CPA, Wealth Advisor Am I behind in my retirement savings? Am I where I need to be financially? These are common concerns when people come in to meet with us. I can relate to this concern because there were several years in our mid-30s where we weren’t able to save …
The Power of Money Memories
By Cristina Wiebelt-Smith, CPA, Wealth Advisor When I was around five years old, my family moved 1200 miles across the country from California to Oklahoma so my dad could start a new job. He was early in his career, my mom stayed home with us, and they were paying back a loan to my grandpar …
