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Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Apr
02

In-Service Withdrawals

withdrawal

Many believe that their money is locked in when you are a participant in a 401(k) or profit sharing plan through an employer where you are a participating and current employee. However, certain qualifying events allow employees to access their vested balance to either withdraw and/or roll over money from those accounts and still continue to contribute.

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1070 Hits
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Dec
01

Dollar-Cost Averaging

dollar-cost-averaging

Are you retiring or changing jobs and have a rollover? Getting a bonus or expecting a large tax-refund. Let’s invest it!

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1892 Hits
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Attentive Investment Managers is open for in-person business by appointment only. Masks and hand sanitizer are available in the office, and all appropriate safety and sanitation measures are being followed.

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