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 the money in your 401(k), 403(b), or 457 plan and roll it over into another... Continue Reading →

Money Tips for Newlyweds

Money Tips for Newlyweds Ideas to Help Manage Stress.    Provided by William DeBille In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some cases the root may begin with habits formed early in the marriage.1 Fortunately,... Continue Reading →

Endings and New Beginnings: ConneXfactor 2019

For six months, Connex Credit Union will be working closely with four participants to see who can become the most fiscally fit to win a $3,000 grand prize. Each participant has been paired with a Connex Financial Advocate who will offer real-world, practical advice on how to reduce debt, build savings, and many other helpful financial... Continue Reading →

How to Secure your Financial Future: ConneXfactor 2019

For six months, Connex Credit Union will be working closely with four participants to see who can become the most fiscally fit to win a $3,000 grand prize. Each participant has been paired with a Connex Financial Advocate who will offer real-world, practical advice on how to reduce debt, build savings, and many other helpful financial... Continue Reading →

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 think about the investing, saving, or budgeting methods you could employ toward specific objectives, from... Continue Reading →

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 60 and plan a lifelong income stream from the money you have saved and invested.... Continue Reading →

For Retirement, Income Matters as Much as Savings

For Retirement, Income Matters as Much as Savings A recent poll of pre-retirees suggests that truth risks being ignored. Provided by William DeBille Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of $2,700 at... Continue Reading →

Bad Money Habits to Break in 2018

Bad Money Habits to Break In 2018 Behaviors worth changing for the New Year.  Provided by William DeBille  Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as... Continue Reading →

One Couple, Two Different Retirements?

After many years together, some retired spouses may find their daily routines far apart.  Provided by William DeBille When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement planning is about the pursuit of a happy outcome – a fun and emotionally... Continue Reading →

Blog at WordPress.com.

Up ↑

%d bloggers like this: