Jon Sanchez



Sep 11, 2018
If you have a life changing event such as a marriage, divorce, birth or death, update your beneficiaries. Lastly, once a year review, all of your accounts that require a beneficiary designation so that you are assured that the person who is going to receive your money is the person you WANT.


Jul 3, 2018
There are two ways to solve the problem of not having enough for a down payment: save more money or tap various sources for money to use.


May 4, 2018
The responsibility to create guaranteed lifetime income then switched from company to the employee. So, what happens if things don’t go well throughout your career?


Mar 7, 2018
Changing or leaving your job can be hectic and even emotional time. It may not cross your mind to take care of your previous employer-sponsored retirement plan, but this is an important box to check during your transition.


Feb 12, 2018
As your annual income climbs from raises, promotions and investing, start saving and investing more. Don’t let the saying, “the more make the more you spend” apply to you. It's better to use those income increases as an excuse to save more.


Jan 18, 2018
As many of you know, the vast majority of corporate America is eliminating pension plans due to the high cost. What does this mean for you, the employee? It means that you are now responsible for the very future of your retirement.


Oct 9, 2017
You've heard the old adage "if the business isn't growing, it's dying." In today's environment many business owners become frustrated trying to grow their business as they face rising payroll costs, economic uncertainties, and seasonal slow-downs.


Sep 13, 2017
Many people assume the most important thing they need to live happily in retirement is a large lump-sum of cash to drain. But, the true key to a happy retirement is proper cash flow to meet all of your expenses without cutting into your hard-earned nest egg.

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