Strategic Choices Financial

There is a right way and a wrong way to withdraw funds from a 401(k), 403(b) or IRA. Don't "cash out" your 401(k) if you leave your job. There is a better win-win solution. Message me me for questions or alternative strategies.

Last year, I decided to move my advisory investment clients from TD Ameritrade to BETTERMENT. I was blown away by their transparent technology, ease, great portfolios and LOW fees. I am not shocked that CNBC picked Betterment as the best Robo-Advisor. If you are interested in knowing more or want a demo, message me. https://www.cnbc.com//why-betterment-is-the-best-roboadvis

My mom taught my siblings an I the importance of little things like mopping the floor right. Subconsciously, those little habits parlayed into my good work ethic in whatever I do. Thank you, Mom.

There is a right way and a wrong way to withdraw funds from a 401(k), 403(b) or IRA. Don't "cash out" your 401(k) if you leave your job. There is a better win-win solution. Message me me for questions or alternative strategies.

Start Early! Your Life Depends On It!

Last year, I decided to move my advisory investment clients from TD Ameritrade to BETTERMENT. I was blown away by their transparent technology, ease, great portfolios and LOW fees. I am not shocked that CNBC picked Betterment as the best Robo-Advisor. If you are interested in knowing more or want a demo, message me. https://www.cnbc.com//why-betterment-is-the-best-roboadvis

My mom taught my siblings an I the importance of little things like mopping the floor right. Subconsciously, those little habits parlayed into my good work ethic in whatever I do. Thank you, Mom.

I have done over 20+ SSA educational workshops to educate pre-retirees on how to Maximize Benefits. SSA is confusing but it doesn't have to be. If you have a group of 15 or more people that would like a free workshop, message me. https://www.usatoday.com//social-security-2020/2827098001/

Let's face it, Social Security is not enough to live off. There are some pretty creative strategies to create a 2nd income from your accounts. Ask for a Financial Advisor who is a "Fiduciary" to help you make strategic choices. https://www.nerdwallet.com//how-to-create-a-retirement-pay

I've met a few friends that have done this and it works wonders. Give it a try and tell me how much you saved.

It's impossible for a Small Business Owner to know everything about the tedious tasks of running a business, like payroll, taxes, vendors, accounting, etc. Asking for support and seeking advice from others is smart!

THE LAW OF FINANCIAL GRAVITY. When something falls, it's harder to get back up. Basically if the market drops 30%, you need to gain 43% JUST TO BREAK EVEN.

Thanks to CA State Senator Anthony Portatino for letting me sit in his chair in Sacramento a few years back.

They got a $20,000 bill! I received a call from an elderly couple. Her husband recently had a heart attack. She was concerned because they got a bill for $20,000. I said, "That's not possible as long as you're in a Medicare plan. What plan are you with?"... It turns out they weren't on a plan. They only had Medicare A and B. If you don't know what I'm talking about, and Medicare A and B is all you have on your card, watch this video. Medicare is the best thing to happen for senior citizens! It's designed to protect them from going broke.