Financial Articles

Financial Services Articles

Teachers Zoom with students

COVID PRODUCES TEACHER FRUSTRATIONS

July 29, 2020

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 …

Free time

RETIREMENT READINESS

July 23, 2020

Retired life and leisure time

Your 401k gold mine

BENEFITS OF A 401(k)

July 16, 2020

Benefits of a 401(k) for employer and employee.

Imagine Financial Services

IMPORTANT STEPS IF YOU GET LAID-OFF

July 8, 2020

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.

Special Needs Planning

SPECIAL NEEDS PLANNING

July 2, 2020

Family members will need to plan and prepare for the various stages of life of a special needs individual.

ACCELERATE RETIREMENT PLANNING

June 10, 2020

Is this life similar to retirement? The recent Coronavirus shelter in place orders provided many with an unexpected look at what it may feel like to be retired.

Overcoming Financial Obstacles

May 28, 2020

By Marianne Martini Nolte, CFP®  Women can face many financial obstacles over their lifetimes; such as, pay disparity, longer average life expectancy, and staying home to raise children during what may be considered peak earning years.  These factors may lead to financial insecurity in retirement.    Earnings During their working years it is often recognized …

Budgeting

BUDGETING BOOTCAMP

April 25, 2020

Establishing a budget, setting up an Emergency Fund, and eliminating debt are all important aspects of building an appropriate financial lifestyle. It can be hard work evaluating your true needs verses what you want, but financial independence can be a very rewarding feeling.

Marianne Martini Nolte, CFP®

April 14, 2020

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The …

TIME FOR A ROTH CONVERSION?

April 14, 2020

If you are faced with a lower income bracket due to the coronavirus pandemic, a Roth IRA conversion may be advantageous.  Additionally, a Roth IRA conversion may be a savvy strategy for you right now if you feel taxes will be higher down the road when you retire.   What is a Roth conversion?   …

Everything You Need to Plan For A Financially Secure Future