Jake Wellborn, FA

07/06/2023

Don’t leave 💰 on the table when you leave a job. Here are 4 tips to help you create a money plan when you leave an employer.

02/08/2023

It is easy to forget about retirement accounts from old employers, and trying to track down old accounts years after leaving a job can be difficult. Reach out if you would like to discuss what to do with your old 401k.

Rolling over an IRA allows you to move funds from one account to another while retaining these accounts’ tax advantages. Learn more about IRA rollovers.

02/01/2023

Learning how to create a budget can help you feel confident about covering your day-to-day expenses while still saving for future goals like retirement or college. Reach out to me for help making yours.

01/31/2023

Investing can play an important role in creating long-term wealth. Please reach out if you’d like to discuss how you can put your money to work.

Investing can take different forms, but they all share a common goal of making money. Here are some details that can help new investors get started.

01/23/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

01/12/2023

Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach your them.

Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.

01/09/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a plan. Please reach out if you’d like to start building your plan.

The term “financial plan” can mean different things to different people. Learn what is included in a financial plan and how a plan can help you.

01/05/2023

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation.

You could leave old 401(k) funds where they are. But it may also be worth rolling them into a new account.

01/03/2023

Let’s face it. Resolutions are usually vague and short-lived. But when I help build you the right financial plan, there’s a clear and concrete path to achieving what you want. Start the year with the greater option. Message me to get started.

12/20/2022

High inflation is getting a silver lining.

Starting in 2023, the limit on contributions to retirement accounts like 401(k) and 403(b) are increasing by 9.8%, from $20,500 to $22,500. IRA limits are rising by 8.3%, from $6,000 to $6,500. I can show you how these increases can impact your financial plan. Message me to get started.

12/05/2022

There are a lot of myths about disability insurance. Take our quiz to see if you can separate fact vs. fiction: http://bit.ly/3Vxp0PN

11/14/2022

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2023. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe.

Tax brackets can be confusing. We explain how you can use them to estimate your tax bill.