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Should I Rollover My Old 401k?

If you have ever left a job with a company that provides a 401k plan for retirement savings, you have probably been faced with a decision: What do I do with my 401k plan? After helping clients with this decision thousands of times throughout my career, I can attest that the answer could be different for …

Should I Rollover My Old 401k? Read More »

Should I Rollover My Old 401k?

If you have ever left a job with a company that provides a 401k plan for retirement savings, you have probably been faced with a decision: What do I do with my 401k plan? After helping clients with this decision thousands of times throughout my career, I can attest that the answer could be different for …

Should I Rollover My Old 401k? Read More »

Smart Year-End Financial Moves

As we approach the end of the year (Finally…Be gone 2020!) we should once again revisit some wise things to do before the calendar flips. Once it is January, we can’t do anything about it, so it may be a good time to review with your financial advisor and/or tax advisor now. When you are …

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Retiring soon? Here is what you should do now

If you are leaving to go on a road trip, it is a good idea to know where you are going. Retirement is no different. Many people work hard for many years during a career, making sacrifices, raising families and doing the right things. If you are getting that itch to make that transition from working and accumulating assets to retirement and withdrawing assets, here are some basics on how that works.

Questions To Ask When Engaging A Financial Advisor

So, you think that you would like to hire a Financial Advisor? Just knowing that you could use some help accomplishing your goals is a great start. Are you leaving a job either by choice (such as retirement), or not by choice (such as a downsizing or an early retirement package offer), and are wondering …

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Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

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