The Importance of Being Organized
Posted by Shannon Feldheim on Tue, 03/26/2019 - 17:29
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly. By taking the time to clear out and organize your financial records, you'll be able to find what you need exactly when you need it.
Simple Impact LLC, Details 401K Alternative to CalSavers Plan
Posted by Shannon Feldheim on Thu, 03/14/2019 - 13:38
Simple Impact LLC is partnering with CoPilot provided by PAi Retirement Services https://www.pai.com/copilot to offer a low-cost 401k alternative plan to CalSavers, an upcoming state retirement program. When using Calsavers, any California employer with at least five employees, that doesn’t already offer a workplace retirement savings vehicle, will be required to either begin offering one via the private market or provide their employees’ access to CalSavers. “This is great for the employee, but the employer may have more burden than they are prepared for,” explains Shãn Sutherland, a wealth advisor at Simple Impact.
Did you know Cash Value Life Insurance could help your kids or grandkids with Education Savings?
Posted by Shannon Feldheim on Fri, 03/08/2019 - 19:21
There are options beyond traditional loans and 529 plans to help fund education. Cash value life insurance may be one of them. You heard that right, life insurance can come with living benefits. It is important to work with a trusted advisor to make sure you are aware of what options might be right for you.
The Tax Benefits of Your Retirement Savings Plan
Posted by Shannon Sutherland on Thu, 02/21/2019 - 19:24
Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your employer-sponsored retirement savings plan may offer a variety of tax benefits.
Teamwork Creates a 2019 Five Star Wealth Manager Sutherland
Posted by Shannon Sutherland on Wed, 01/16/2019 - 11:45
Clients look to her for guidance and philosophy.
Feeling blessed to have great people in my life
Posted by Shannon Sutherland on Tue, 07/31/2018 - 20:21
Asset allocation and Realestate investments video
Posted by Shannon Sutherland on Thu, 07/05/2018 - 18:03
5 Questions to ask if you're considering adding realestate investments to your portfolio. ( 2.51 minutes )
Investing in Women - Forbes Magazine Reprint featuring Sutherland
Posted by Shannon Sutherland on Tue, 06/26/2018 - 21:04
Using an Equity Collar to Manage Concentrated Stock Risk
Posted by Shannon Sutherland on Mon, 03/26/2018 - 20:56
Using an Equity Collar to Manage Concentrated Risk
Tame that buckin' bronco volatile stock your employer gave you!
Calabasas Style - Overcoming the distractions of Pain
Posted by Shannon Sutherland on Mon, 01/08/2018 - 15:27