Posts by Marianne Martini Nolte, CFP®
Inheriting an IRA
When you are notified that you will be inheriting an IRA, it is important to understand how this can impact your finances and any taxable implications. Regardless of the dollar amount, it is easy to recognize it as a gracious gift, but be careful to fully understand your options. The SECURE (Setting Every Community Up…
Read MoreFinancial Challenges Faced By Women
Financial challenges many women face include pay inequality, caretaking roles, the impact of divorce or the death of a spouse, and finally longevity. Are you willing to work for .82 cents on the dollar? On your climb up the corporate ladder, did you realize you may be receiving only .82 cents on the dollar compared…
Read MoreVIDEO: Marianne and Karen discuss key personal property insurance issues
Marianne Nolte, CFP® professional and CEO of Imagine Financial Services and Karen Estes, senior sales executive and insurance agent at Hatter, Williams & Purdy Insurance talk about the impact on your personal property insurance regarding CA wildfires and short-term rental properties. As these hot topics are addressed, Karen includes tips for making your property more…
Read MoreTHE GOLD RULES
In countries all over the world, gold has been considered a status symbol, investment, and even a currency for thousands of years. In times of economic volatility, many investors take a closer look at gold to provide a feeling of “safe haven”. Gold was once used to back a country’s currency and this was referred…
Read MoreTurning dreams into goals with a plan
IMAGINE FINANCIAL SERVICES…IMAGINE your best financial future by turning your dreams into goals with a plan Are you seeking to bring financial control into your life? Do you know the cost of childrearing and caring for aging parents? Are you a career changer trying to figure it all out? Do you struggle with taxes concerns or…
Read MoreHAS YOUR EMPLOYER SUSPEND 401(K) MATCHING?
Employer 401(k) match suspended,
what can you do?
COVID PRODUCES TEACHER FRUSTRATIONS
Educators, are you insecure about how this next school semester will proceed? Don’t worry; you’re not alone. Zoom, Google Classrooms, your own kids staying home and under foot, it’s all just too much! Teachers are overwhelmed right now. It’s important to curb teacher burnout. Educator Justin Parmenter talks about, “The burden of trying to adapt…
Read MoreRETIREMENT READINESS
Retired life and leisure time
Read MoreBENEFITS OF A 401(k)
Benefits of a 401(k) for employer and employee.
Read MoreIMPORTANT STEPS IF YOU GET LAID-OFF
You were not at fault, your employer’s situation resulted in the lay-off. Get ahold of your emotions and focus on what you need to do next.
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