How many pieces do you have in place? Provided by William DeBille When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is…
Blog Archives
Building a Healthy Financial Foundation
Tagged with: bank checking account, credit union, emergency fund, financial goals, financial planning, Retirement, save money, taxes
Posted in CIRS, Debt, family, Financial Education, goals, Improve your life, income, Investments, Money Saving Tips, Retirement
Posted in CIRS, Debt, family, Financial Education, goals, Improve your life, income, Investments, Money Saving Tips, Retirement
The Pros & Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by William DeBille, Financial Advisor Connex Investment and Retirement Services Did you know you might be able to take some or all of…
Tagged with: 401k, IRA, Retirement
Posted in CIRS, Financial Education, Investments, Retirement, Uncategorized
Posted in CIRS, Financial Education, Investments, Retirement, Uncategorized
Your 2019 Financial To-Do List
Your 2019 Financial To-Do List Things you can do for your future as the year unfolds. Provided by William DeBille What financial, business, or life priorities do you need to address for 2019? Now is a good time to…
Tagged with: 2019, charity, finances, financial education, financial planning, goals, HSA, Investments, marriage, money, mortgage, resolutions, Retirement, taxes
Posted in CIRS, Financial Education, Improve your life, Investments, Retirement, Taxes, Uncategorized
Posted in CIRS, Financial Education, Improve your life, Investments, Retirement, Taxes, Uncategorized
Wise Money Moves Young Women Can Make
Want a better financial future for yourself? Act now. Provided by William DeBille As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving,…
Tagged with: credit unions, Debt, financial planning, Investments, IRA, money, Retirement, savemoney, taxes, Women
Posted in CIRS, Debt, Financial Education, Improve your life, Investments, Money Saving Tips, Taxes, Uncategorized, Women
Posted in CIRS, Debt, Financial Education, Improve your life, Investments, Money Saving Tips, Taxes, Uncategorized, Women
How to Take Penalty-Free Retirement Early Withdrawals
72(t) Distributions Sometimes you can take penalty-free early withdrawals from retirement accounts. Provided by William DeBille, Connex Investment and Retirement Services Representative Do you need to access your retirement money early? Maybe you just want to retire before you turn…
Tagged with: amortization, credit union, financial planning, investment, IRA, IRS, retirement tips, saving money, seniors, taxes
Posted in CIRS, Financial Education, Money Saving Tips, Retirement, Taxes
Posted in CIRS, Financial Education, Money Saving Tips, Retirement, Taxes
