Jennifer Landon’s Financial Tips for Business Owners
Financial Tips for Idaho Business Owners and Beyond Journey Financial President Jennifer Landon was recently featured on the Idaho Business Podcast. In an episode titled “How to Manage Your Wealth,” Jennifer shares her insights on financial success for Idaho business owners. Enjoy these tips from an expert. Here are a few highlighted takeaways from Jennif
How to Start Investing After Retirement
You’ve worked hard, and put away money throughout your career. Now you’re retired, and the focus shifts from earning to investing. Perhaps your assets have recently been boosted thanks to 401k or IRA access, or a significant financial inheritance. Learning how to manage your money after retirement is an important step that will impact your [&hel
How to Start Investing Before Retirement
As many adults ponder their eventual retirement, they often start investing as a way to create a more financially secure future. Some individuals grasp the concept of investing quickly while others are looking for an entry point. Today, we are going to explore some possible entry points for those who want to start investing but […]
Retirement Savings Tips for Young Adults Under 40
When a young adult asks us “when should we start our retirement savings?” We always say as soon as possible. It is never too early or too late to start allocating money for your future. Still, we also acknowledge that young adults experience different financial situations than those closer to retirement. Individuals who enjoy long, […]
5 Steps to Start Preparing for Retirement
Preparing for retirement can prove both an exciting and stressful experience. For most, this involves trading in the stable income of career work for a more relaxing day-to-day lifestyle. To accomplish this, having your finances in order can play the most critical role in ensuring that you are still able to provide for yourself. We […]
What is a Financial Audit? Everything Retirees Need to Know
The health of your finances plays a major role in planning for retirement. Whether you are considering starting retirement soon or you have already done so, having a sound strategy can ensure that you can continue to provide for yourself in your post-career stages of life. Since our founding, we’ve helped Idaho retirees enter retirement […]
Should You Hire an Investment Manager? 5 Signs It’s Time
Managing investments can become a stressful process, especially as your portfolio grows. If you have been considering hiring a fiduciary financial advisor to serve as your investment manager, here are some signs you should take the next step. What to Look for in a Good Investment Manager As you are browsing your options for the […]
Everything You Need to Know About 401k Rollover into an IRA
Steadily investing in your 401(k) is one of the smartest things you can do. In fact, a recent study by Fidelity found that the number of 401(k) and IRA millionaires hit a record high in the third quarter of 2019. While the 401(k) is the primary savings plan for many workers, it’s important to note […]
Estate Planning 101: What You Need to Know
For those who are considering retirement or have already retired, you may be wondering about estate planning. Specifically, what is it, what does it entail, and what do you have to do to prepare for it? We’ll address these questions and provide some valuable insight to help you ready your assets for your end-of-life phase. […]
