Category: Financial Resolutions
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Roll Over Your Employer Retirement Plan Assets

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement
plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer
retirement plan.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2018/08/Roll-Over-Your-Employer-Retirement-Plan-Assets.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Leaving a Legacy

Watch the video below to learn the importance of an estate plan. The video shows how our team of experienced wealth management professionals can ease the transition with an estate plan that helps you protect your family, now and in the future.Read More

Five Questions about Long-Term Care

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care, Intermediate care and Custodial care. Read More

Aurochs Financial-2nd Opinion Service

2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Wage Growth: Watch for a Tipping Point

In April 2018 the unemployment rate fell to 3.9%, a 17 year low. Low unemployment usually translates into wage gains for employees but wage growth has been slow.Read More

Support is Just a Phone Call Away

Taking action in a time of grief can be challenging. Review this checklist for support in making informed decisions during this trying time.Read More

Aurochs Financial-2nd Opinion Service

2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Dealing with Grief

Learn about some of the steps you can take after the passing of a loved one to ensure you are getting the support you need personally and financially.Read More

Women and Wealth: Taking Control

Aurochs Financial understand the challenges women face and can deliver financial guidance to help you achieve your goals.Read More