Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Apr
08

Financial Literacy #4: How to Build Your Nest Egg

Jar of savings

During your income-earning years, maximize your retirement plan contributions to build your nest egg and retirement savings:

401(k)

A 401(k) plan is a retirement savings plan sponsored by your employer, which allows you to save and invest part of your paycheck before taxes are taken out. Many employers offer an employer match, usually ranging dollar for dollar anywhere from 2-5% of your salary deferral (depending on the plan). If you elect not to participate, you essentially leave money on the table.

Continue reading
  168 Hits
0 Comments
168 Hits
  0 Comments
Feb
25

Gray Divorce

gray-divorce

Gray Divorce refers to an increasing divorce group that involves older couples who have been married 20-30+ years. This is becoming a common occurrence as boomers age and their offspring settle out on their own. Because the stigma of divorce has greatly diminished and older couples no longer have an obligation to young children, many couples are choosing to separate. Since 1990, the rate of divorce after age 50 has doubled. This causes some often-tricky circumstances especially when it concerns finances and assets.

Continue reading
  395 Hits
0 Comments
395 Hits
  0 Comments
Dec
30

The Secure Act: How it can possibly affect you

rmd

The Secure Act (Setting Every Community Up for Retirement Enhancement) was signed into law on Friday, December 20 2019. Below please find some of the more important highlights of the new law. TD Ameritrade is working on accommodating the new rules with systems and internal process updates as they become effective January 1, 2020.

Continue reading
  1795 Hits
0 Comments
1795 Hits
  0 Comments
Nov
20

What to do with your First Eagle Fund settlement check

settlement-money

If you receive a settlement check in the coming days ranging from $10-$40 from FEF Settlement Fund you were identified as a shareholder of a First Eagle Fund during the time which administrative investigations were conducted and proceedings founded by the SEC. You have two options with these checks.

Continue reading
  9585 Hits
5 Comments
Recent Comments
Guest — Janet L. Westbrook
I received five checks from the FEF settlement fund, ranging from $10.00 to $47.89. I did not know that I could roll them over, so... Read More
Sunday, 04 February 2018 13:27
Athena Stone, MS, MPAS, CRPC, AIF®
Hi Ms. Westbrook; Thank you for commenting on our blog. We wrote it in hopes to lessen some of the confusion regarding these chec... Read More
Wednesday, 21 March 2018 13:31
Guest — Pamela M. Weaver
I received a check from FEF Settlement back in Nov. check is dated 11-3-17. i thought it was a scam. i held on to it and now decid... Read More
Tuesday, 20 March 2018 19:47
9585 Hits
  5 Comments

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or