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THE CAREER CHANGE FINANCIAL PLANNERBreak Away Without Going Broke (SM) |
Many thanks to fellow Garrett Planning Network Member Jean Keener, CRPC®, Principal at Keener Financial Planning in Keller, TX, for granting permission to republish this article. Originally posted to her own blog, it is aimed at early retirees, but the information is equally relevant to those in career transition, self-employeds, anyone too young for Medicare and [...]
As discussed in a previous post, it’s usually a good idea to roll over your 401k when you leave a job. However, there are exceptions. One good reason to pause before you roll over your 401k is to check if you might benefit from a little known tax break that goes by the rather cryptic [...]
In addition to sharing this story of making Pink Slip Lemonade from layoff lemons, guest blogger Patti Anastasia of Anastasia’s Table personal chef service is also providing our Recipe of the Week, one for each week of Pink Slip Lemonade month. So mix yourself a Pink Slip Lemonade Martini or a Pink Slip Lemonade Iced Tea, and enjoy the [...]
I hear it from my clients more and more often. We’ve been working together for a few years, and made good progress on a financial plan that enables them to meet their goals (e.g. paying for kids’ college, their own retirement, etc.) while maintaining a lifestyle they’re happy with. The plan assumes they stay in [...]
