Wichert Financial Services Blog
To Rollover - or Not to Rollover Your 401(k)
Wednesday, December 20, 2023
As you advance in your career and hold jobs at various companies, you may discover at some point that you’ve left behind valuable cookie crumbs: a trail of employer-sponsored retirement accounts. Leaving previous plans...
4 Questions Adult Children Should Ask Their Parents Over the Holidays
Friday, November 17, 2023
It’s beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have...
Your Year-End Financial Planning Checklist for 2023
Monday, October 16, 2023
As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your tax documents in order. Consider going a few steps further...
How to Ensure That You’re Financially Prepared for an Emergency
Thursday, September 14, 2023
When you’re starting a business, a family, or any other major life endeavor, you try to think of every risk so you can plan a strategy to put yourself on a path to success. Unfortunately, hardships aren’t always...
The Importance of Financial Planning
Wednesday, August 23, 2023
Thinking about your retirement is often placed on the backburner with the busyness of our lives. However, it is critically important that we take a moment to reflect on how we are allocating financial resources for...