Financial Planning can be a daunting job. A lot of people tend to stay away from this. The longer you wait, the more it's going to cost you. Talk to one of our advisors. We will give you a free analysis of your situation and provide you with a plan to guide you through.

IRA Rollover from your 401(k)
If you've changed jobs or recently retired, you may be wondering what you should do with a 401(k) or other retirement savings account from a former employer. You may have several 401(k) accounts with your previous employer. We are here to help you take control of your retirement savings. By consolidating your 401(k) accounts into one IRA, you will have a chance to increase your investment options, keep your savings invested tax-deffered and will provide you with a better overall picture of your retirement goal.

College Planning

Paying for college is harder than ever
Everyone wants to help their children or grandchildren realize their dreams. Going to a college may be the way to go. But you know how expensive a college education can be. Currently, college costs roughly $137,000 for four years at a private school and $64,000 for a public school.

Good news, Savings for College is now easier than ever.
Changes in the tax law have made it easier than ever to save for college. Which savings plan is best for you? That depends on many things, including how much you can invest and how often you want to move your assets among funds. Here is a quick look at several ways of saving for college:
•CollegeAmerica 529 savings plan
•Coverdell Education Savings Account
•UGMA/UTMA
•Parents’ investment account
Education
Our financial advisors will listen to you to understand your needs and expectation, and will then set a plan to reach your goal. You can also learn more about Risk& Reward, Asset Allocation, and Managing Your Finances.

Do you have enough or too much life insurance ? If you have a life event, you may want to evaluate your current coverage.

For more information, contact us at 1-877-608-6477 ext. 702 or email us at info@eFirstStreet.com

Securities are offered by our licensed Financial Advisors through The Leaders Group, Inc. member FINRA and SIPC.
The Leaders Group, Inc.and First Street Advisors, Inc. are not affiliated.

 
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