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…
Blog Archives
The Pros & Cons of Early Retirement Plan Rollovers
Tagged with: 401k, IRA, Retirement
Posted in CIRS, Financial Education, Investments, Retirement, Uncategorized
Posted in CIRS, Financial Education, Investments, Retirement, Uncategorized
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,…
Tagged with: Budget, Debt, financial planning, goals, insurance, Investments, marriage, wedding
Posted in Budgeting, Debt, goals, Improve your life, Investments, Money Saving Tips, Retirement, shopping, Weddings
Posted in Budgeting, Debt, goals, Improve your life, Investments, Money Saving Tips, Retirement, shopping, Weddings
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…
Tagged with: connexfactor, credit cards, Debt, financial planning, mortgage, Nikia, saving money
Posted in ConneXfactor 2019, Contests and Promotions, credit cards, Debt, Financial Education, Fresh Start, Improve your life, Investments, Money Saving Tips, Retirement, shopping, Women
Posted in ConneXfactor 2019, Contests and Promotions, credit cards, Debt, Financial Education, Fresh Start, Improve your life, Investments, Money Saving Tips, Retirement, shopping, Women
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…
Tagged with: connexfactor, credit cards, credit union, Debt, financial planning, Nikia, Retirement, save money, spending
Posted in ConneXfactor 2019, Contests and Promotions, credit cards, Debt, Financial Education, Improve your life, Money Saving Tips, Retirement, Uncategorized, Women
Posted in ConneXfactor 2019, Contests and Promotions, credit cards, Debt, Financial Education, Improve your life, Money Saving Tips, Retirement, Uncategorized, Women
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
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
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…
Tagged with: income, retired, Retirement, retirement income, retirement tips, saving money, Savings
Posted in Financial Education, Retirement
Posted in Financial Education, Retirement
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…
Tagged with: credit union, investment, money tips, Retirement
Posted in Debt, Financial Education, Improve your life, Money Saving Tips, Retirement
Posted in Debt, Financial Education, Improve your life, Money Saving Tips, Retirement
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,…
Tagged with: credit union, investment, money tips, Retirement, seniors
Posted in Financial Education, Retirement
Posted in Financial Education, Retirement
Are Baby Boomers meeting their Health and Wealth Needs?
Generation X, colloquially known as the ‘baby boomers’, are the largest in United States history. But where do they stand in today’s modern economy? Baby boomers have seen it all: from debt crisis to war to the Civil Rights movement. …
Tagged with: 401k, baby boomers, gen x, generation x, health, labor force, Retirement, u.s. baby boomers, wealth
Posted in Infographics, Retirement
Posted in Infographics, Retirement
