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Office Hours: Monday - Thursday 9:00 A.M - 5:00 P.M
Friday 9:00 A.M - 12:30 P.M
News Room
Retirement: A Storm is Coming
09/25/2020
Publication: The Street
With interest rates at historic lows, the question isn’t if but when inflation will threaten your retirement. Jeannette Bajalia explains why inflation is a risk to your retirement savings – and what you can do mitigate it.
Wise up women: Don’t go broke
09/08/2020
Publication: News 4 Jax
It’s not just a financial life – it’s a life plan. Jeannette Bajalia shares her personal story and how she uses it to help other women create a better future for themselves.
Tips for Tweaking Retirement Accounts After the Selloff
04/19/2020
Publication: Wall Street Journal
What should you do to maximize your 401(k) after a market downturn? Find out how minor tweaks to your 401(k) can lead to more money in retirement income.
Social Security Benefits for Surviving Spouses
03/12/2020
Publication: Tribune Content Agency
What will happen to your Social Security benefits when you die? Jeannette Bajalia explains the options.
Wall Street Wreck, Coronavirus and Oil Prices Hit Hard
03/10/2020
Publication: WWD
Jeannette Bajalia answers the question, “What’s next?” after the coronavirus and an oil price war took the markets – and Americans – on a wild ride at the beginning of 2020.
Signs You Aren’t Financially Ready to Retire
03/04/2020
Publication: U.S.News & World Report
You’ve set a target date for retirement – but will you be ready when it gets here? Jeannette Bajalia shares her insights on the financial steps you should take before retirement.
The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.
02/17/2020
Publication: Barron's
You may know the total amount in your 401(k) – but do you know how much that amount translates to in monthly retirement income? That information will soon appear on your statement.
4 Tax-Planning Tips as You Near Retirement
02/14/2020
Publication: Newsmax Finance
Why is tax planning so critical for your future? Michael Macke, CFP® shares his tips for tax planning when you retire.
A Different MAGA Could Save Your Retirement
02/05/2020
Publication: ValueWalk
Do you need to add an annuity to your retirement income plan? Maybe. Jeannette Bajalia explains why it might be a good idea.
Social Security Tips and Tricks for All: Divorcees, Widows, Older Workers, Teachers, More
01/30/2020
Publication: Kiplinger
Figuring out when and how to claim Social Security benefits can be tricky. Jeannette Bajalia gives her advice about taking Social Security to
Kiplinger.
4 Money Tips for Women
01/17/2020
Publication: Newsmax Finance
When it comes to financial planning, women are less confident than men. Jeannette Bajalia tells Newsmax why it’s time for women to take charge of their money.
14 Financial Matters to Get in Order As Soon As You Know You’re Getting Divorced
01/17/2020
Publication: Prevention
A divorce can cause chaos for your financial life. Jeannette Bajalia shares her tips for navigating the financial cost related to divorce.
How to Plan for Healthcare Costs That Could Derail Your Retirement
12/06/2019
Publication: Newsmax Finance
How much money will you need to cover health care costs in retirement? Michael Macke, CFP® shares strategies you can use to plan and pay for health care as you age.
Rand Paul’s new bill would let Americans pay off student loan debt with 401(k), IRA savings. Here’s what that means
12/05/2019
Publication: CNBC
Senator Rand Paul introduced a bill that would let Americans use retirement funds to pay for school. Is it a good idea? Jeannette Bajalia gives her thoughts.
No money to donate on Giving Tuesday? Here are 9 free ways to give back.
12/03/2019
Publication: BETTER
It doesn’t take a lot of money to make a difference for someone else. Michael Macke, CFP® shares how gifting items you no longer use can benefit both you and the recipient.
Millennials to become richest generation – here’s what we all need to know
11/27/2019
Publication: Global Trade
The U.S. will soon see the biggest generational wealth transfer in history. Jeannette Bajalia explains what steps to take to make the transfer a smooth one.
5 ways to put a little more money in your pocket starting today
11/18/2019
Publication: Business Insider
Jeannette Bajalia gives ideas for increasing your income – without changing your lifestyle.
How to choose between a traditional 401(k) and a Roth 401(k)
11/13/2019
Publication: CNBC
If you’re participating in your employer’s retirement plan, you may have more options than just a traditional 401(k). Jeannette Bajalia explains the difference between a traditional 401(k) and a Roth 401(k) – and shows you how to choose the right account type for you.
13 places everyone will be flocking to for retirement in the 2020s
11/05/2019
Publication: Business Insider
Looking for the ideal place to retire? Jeannette Bajalia shares what factors should play into your decision about where to spend your retirement.
Making the Health-Wealth Connection
09/25/2018
Publication: Growing Bolder
What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.
You Don’t Have to Move to Florida in Retirement
05/09/2018
Publication: MYMOVE
Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.
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