Financial Services Articles
Choosing a Retirement Account
How to determine which account type like 401(k), SEP, or SIMPLE IRA is best for your employment situation.
Imagine Financial Services – Professional Circle, episode 1
Imagine Financial Services Professional Circle with Marianne Nolte, CFP®. Episode 1 with guest speaker Martín Quiroz of USA Homes and Loans.
Paying for College: FAFSA, 529, and More
Paying for college. FAFSA, federal student aid programs, 529 savings, and Roth IRAs all play a significant role in paying for college.
ONE-CLICK SHOPPING ONLINE
Online shopping is so easy, but it is easy to fall prey to online shopping debt.
Compound interest experienced by savers Jane and Mary
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…
Quoted in HerMoney: THE BACK-TO-SCHOOL FINANCIAL PRIMER EVERY TEACHER NEEDS
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.
What can Financial Planning do for me?
Financial planning provides solutions for organizing and enhancing your financial outlook
Personal branding photos for San Diego financial planner
Marianne Nolte, Certified Financial Planner™ professional helps women and young professionals work toward a secure relationship with their money
SOCIAL SECURITY AND RETIREMENT
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…
ADULT CHILD ASKING FOR MONEY
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.