What to Do With Your Old 401(k) Strategy Guide

By Lucas Casarez, CFP®

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…

10 Questions to Ask Your Financial Planner

By Lucas Casarez, CFP®

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…

Covid-19 and Student Loan Payments

By Lucas Casarez, CFP®

Things are changing quickly, with the rapidly evolving Covid-19 virus, we’ve seen the government and various entities throw everything they can at the economic side of the equation. Your student loans have been one point of TEMPORARY relief.  *Updated due to the signing of the Care Act March 27th, 2020* Why is the government implementing changes to your student loans? The economic fallout from closures and social distancing is hitting many different sectors of our…