Financial Services Articles

Choosing a Retirement Account

November 27, 2021

How to determine which account type like 401(k), SEP, or SIMPLE IRA is best for your employment situation.

Mortgage planning concepts for financial planning

Imagine Financial Services – Professional Circle, episode 1

November 18, 2021

Imagine Financial Services Professional Circle with Marianne Nolte, CFP®. Episode 1 with guest speaker Martín Quiroz of USA Homes and Loans.

Paying for college

Paying for College: FAFSA, 529, and More

September 29, 2021

Paying for college. FAFSA, federal student aid programs, 529 savings, and Roth IRAs all play a significant role in paying for college. 

One-click online shopping

ONE-CLICK SHOPPING ONLINE

September 16, 2021

Online shopping is so easy, but it is easy to fall prey to online shopping debt.

Compound interest experienced by savers Jane and Mary

September 7, 2021

A hypothetical story about Jane, Mary, and compound interest Jane and Mary were born the same year and grew up across the street from each other. Through childhood and college, they remained very good friends and they would stay up late talking about what they anticipated their lives to be like. They knew they needed…

HerMoney

Quoted in HerMoney: THE BACK-TO-SCHOOL FINANCIAL PRIMER EVERY TEACHER NEEDS

September 2, 2021

In areas where public employees, including teachers, don’t contribute to Social Security, it’s essential to make sure there won’t be any gaps in retirement income, says Marianne Nolte, a certified financial planner in California. Typically, state retirement plans will make up only about 70% or 80% of an educator’s current earned income. 

Financial planning for women

What can Financial Planning do for me?

August 25, 2021

Financial planning provides solutions for organizing and enhancing your financial outlook

Financial Planning and Investment Management services

Personal branding photos for San Diego financial planner

July 19, 2021

Marianne Nolte, Certified Financial Planner™ professional helps women and young professionals work toward a secure relationship with their money

Looking toward retirement

SOCIAL SECURITY AND RETIREMENT

June 25, 2021

When can I begin to collect and how much will I receive? Can I even count on Social Security being available when I retire? These are common questions even young folks should be considering. Retirement may be quickly approaching or just a distant dream. Regardless, it is important for retirement planning purposes, to consider the…

how much is it going to cost me?

ADULT CHILD ASKING FOR MONEY

June 4, 2021

WHEN YOUR ADULT CHILD ASKS FOR MONEY
Have you caught yourself thinking, I’ve got to help, she’s my daughter, but this is out of hand! Falling victim to this behavior can be destructive.

Financial Planning, the alignment of your financial resources with what is important to you.