by Mike Plumlee Financial Advisor | Dec 10, 2019 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee
Like all things, having a great life during your retirement years starts with a good plan. While many folks start planning for retirement early, many things happen along the way to derail their original plans. Hardships happen in life, you may borrow against your 401K...
by Mike Plumlee Financial Advisor | Dec 5, 2019 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee
Company pensions are increasingly becoming scarce. Therefore, one of the vehicles that was available to the workers of previous decades are no longer accessible for most private sector workers. More and more companies are moving toward 401(k) plans as the primary...
by Mike Plumlee Financial Advisor | Nov 15, 2019 | Blog, Finance, Mike Plumlee
When an individual authors a will or plans how their estate’s final affairs are to be handled, many issues must be resolved. One such consideration that often arises is the designation of beneficiaries (persons who receive the decedent’s assets). During...
by Mike Plumlee Financial Advisor | Oct 10, 2019 | Blog, Finance, Financial Planning, Mike Plumlee
Everyone who has a financial adviser should be asking them some questions. It is important for the client to think about their investment portfolio and plans every year. Fees The first thing to do is to ask the financial adviser how much fees they are charging. People...
by Mike Plumlee Financial Advisor | Sep 15, 2019 | Blog
Everyone knows about homeowners and auto insurance. These are musts, and they protect policy-holders in the event of accidents and lawsuits. The trouble can arise in the event of a lawsuit. If someone is sued and the judgment ends up being more than the dollar value...
