How to Rollover your 401k? First, who needs to rollover their 401k? If you are someone who has recently changed jobs, decided to retire, or take your career plan to a different path, you have a unique opportunity. In these circumstances, it would be wise to take advantage of rolling over your 401k. Why [...]
I don’t think anyone really thinks they are rich, well, maybe Elon Musk and Bill Gates, but the rest of us feel pretty much like we fall somewhere in the middle. Not poor, but not rich either. You are just working hard to provide for you and your family and trying to enjoy your [...]
Does an advisor really add enough value to justify the fees? What if you could double your standard of living in just 25 years? Can an advisor really deliver a higher net percentage than a self-managed portfolio? Thanks to studies independently performed by Vanguard and Aon Hewitt, we are able to see clear answers. [...]
Worried about health insurance options if you want to retire before 65? Have you ever thought of Medical Bill sharing? Let’s talk about the different insurance options for early retirement. We know if you wait till your 65, you can sign up to receive Medicare. At Goodwin Investment Advisory we have curated a list [...]
Sarah White is our recommended estate planning and probate lawyer. Sarah has been an attorney for almost 19 years and loves helping individuals and families plan for the future from her Marietta, Georgia office. During law school Sarah had an estate planning class and loved it so much because she wanted to use her degree [...]
February seems like the perfect month to discuss marriage and money. I know you have all heard it said that the number one thing couples fight about is money and finances. Check out this article by Dave Ramsey with statistics on how money issues can ruin a marriage. Financial problems are one of the [...]
A legacy is the impact you make on those who outlive you. Sometimes a legacy includes a gift, or an inheritance (money, property, a family business), but it is not limited to finance or monetary possessions. A legacy is your way of leaving your mark on the world and leaving the world a better [...]
The 4 W.I.S.E Income Streams Founder and President Tim Goodwin wrote a book called, Exponential Wealth: How to Create Sustainable Income for Life. In his book he explains exponential wealth is composed of multiple income streams that you’ve been intentionally building over time. Tim explained, “One of the benefits of having exponential wealth is [...]
The dance of fate and control According to Donald Miller and Matthew McConoughey “Fate is a terrible writer -- and it shouldn’t be the one in the driver’s seat of your life. But there has to be a balance between fate and control, right?” Matthew McConaughey’s take on this topic is an inspiring one, [...]
Freelance and Social Security Thankfully, there's one benefit you won't have to relinquish if you pursue a freelance career: Social Security. Freelancers have the same access to Social Security as salaried employees and are eligible provided they rack up enough lifetime credits (40 credits). Former freelance workers can begin collecting those benefits between age [...]
