Retirement Planning | Money Evolution

How Do you Know If You Have A Financial Plan?

by Bill Lethemon | May 28, 2018 | 401k, Best of..., Financial Planning, Retirement Planning, Social Security, Taxes, Video

Today’s post answers the question, How Do You Know If You Have A Financial Plan? This is a question we get all the time here at our office. A lot of people that think they have a financial plan and some people that have actually gone out and hired somebody to do a...

Tax Strategies For High Income Individuals

by Bill Lethemon | Apr 27, 2018 | Best of..., Financial Planning, Retirement Planning, Taxes, Video

What I Do I help individuals make the transition from working to retirement. As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck. My...

4 401K Myths That Are Simply NOT True

by Bill Lethemon | Jul 26, 2017 | 401k, Financial Planning, Retirement Planning, Video

Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! In today’s vlog, I’m going to talk about Four 401K Myths That Are Simply Just Not True. Myth number one is that...

Four 401k Features That You Might Be Missing Out On

by Bill Lethemon | Jul 23, 2017 | 401k, Financial Planning, Retirement Planning, Video

Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! In today’s vlog, I’m going to be talking about Four 401K Features That Could Be Part Of Your Plan That You Might Be...

401K Alternatives

by Bill Lethemon | Jul 14, 2017 | 401k, Financial Planning, Retirement Planning, Video

Looking to save money on your investment costs? Here’s an update on some low cost or low account minimum options for your portfolio.

3 Things You Should Know Before You Rollover Your 401k Plan

by Bill Lethemon | Jul 12, 2017 | 401k, Financial Planning, Retirement Planning, Video

Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! In today’s video blog I’m going to be talking about Three Things That You Should Know Before You Roll Over Your 401K...