07/12/2022
Cheryce Livingston the Money Matron
I help middle class families devise a strategy to get out of financial debt and into financial independence.
I'm backed by a financial service firm with over 30 years of experience and life insurance, investments, and more.
07/12/2022
06/15/2022
Pension VS Other Employer Retirement Plans (i.e.401k)
04/13/2022
In this line of work, I often hear "I have a 401k through my job" or "I have life insurance through my job" as if they will never leave or be fired from their current job.
If you have these important assets through your employer, you leave it up to your employer to dictate how you use them.
When it comes to your employer retirement plan, you are typically unable to touch YOUR MONEY until you are either 59 and a half. When it comes to your life insurance through your employer, your descendants may need to wait for 3 to 6 months to claim your death benefits. In my opinion, that is way too long to leave your family unsecured.
If you don't have an IRA or personal life insurance police, contact me to set up your free consultation.
Imagine being 40 w/ 300k in your retirement, but you can't touch it even in an emergency. Furious? Check your 401k that might be you.
03/04/2022
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03/02/2022
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Colorado Springs, CO
80909