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How Much Income Do I Need After Retiring?

Posted on December 29, 2020December 29, 2020 by Graham Wickham

When you plan for retirement – which is hopefully long before you’re thinking about actually retiring – the biggest question […]

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Posted in Blog, Financial Tagged financial advisor, financial planner, inflation, retirement goals, retirement income, retirement plan, Wickham Financial

Are You Ready to Retire? The Answer Goes Beyond Your Portfolio.

Posted on November 12, 2020November 12, 2020 by Graham Wickham

One of the most common questions asked by those who have spent many years in the workforce is “Am I […]

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Posted in Blog, Financial Tagged 401(k) 401k 401 k, early retirement, emotional readiness, financial advisor, financial planning, retirement planning, Wickham Financial

Changing Jobs? Consider Rolling Over Your 401(k)

Posted on September 29, 2020September 30, 2020 by Graham Wickham

  Changes to your employment also mean changes to your 401(k) plan. If you are transitioning to a new employer, […]

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Posted in Blog, Financial Tagged 401 k, 401k, financial advisor, financial planner, rollover

401(k) When Unemployed: Losing Your Job Doesn’t Mean Losing Control

Posted on September 16, 2020September 16, 2020 by Graham Wickham

  Understanding what happens to your old 401(k) plan after losing a job will boost the success of your long-term […]

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Posted in Blog, Financial Tagged 401(k) 401k 401 k, COVID-19, financial advisor, financial planner, Unemployed, Wickham Financial

Have a 401(k) plan with a former employer? Here’s what you can do post-COVID.

Posted on August 28, 2020August 28, 2020 by Graham Wickham

Details around 401(k) plans have changed since COVID-19, so if you have a 401(k) account with a former employer, you […]

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Posted in Blog, Financial Tagged 401(k) 401k 401 k, COVID-19, financial advisor, financial planning

Jobless during COVID? Your 401(k) could save the day.

Posted on August 14, 2020August 14, 2020 by Graham Wickham

Has COVID-19 negatively impacted your personal finances? Under the CARES Act, you can access the money in your 401(k) accounts […]

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Posted in Blog, Financial, Uncategorized Tagged 401k, CARES Act, COVID-19, financial advisor, financial planning, marietta, wealth management

Furloughed during the COVID-19 pandemic? Here’s what you can expect.

Posted on July 27, 2020August 14, 2020 by Graham Wickham

If you’ve been furloughed due to COVID-19, you might be feeling uncertain and overwhelmed. Though unemployment and furlough rates have […]

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Posted in Blog, Financial Tagged 401k, COVID-19, financial advisor, financial planning, furlough, marietta, wealth management

Are You Unemployed Amid COVID?

Posted on July 15, 2020July 15, 2020 by Graham Wickham

  Has COVID-19 made sudden and sweeping changes to your household’s finances? For better or worse, you’re not alone. Furloughs, […]

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Posted in Blog, Financial Tagged caresact, covid19, financial advisor, stimulus, unemployment benefits, wealth management

What do I do with my indirect rollover distribution check?

Posted on March 27, 2020March 27, 2020 by Graham Wickham

So, you’ve decided an indirect rollover from your 401(k) is the right choice for you, and you have the distribution […]

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Posted in Blog, Financial Tagged 401k, financial advisor, indirect rollover, IRA, retirement planning, wealth management

Roll over your 401(k) in 5 easy steps

Posted on March 13, 2020July 8, 2020 by Graham Wickham

If you are changing jobs, you may want to consider directly rolling over your 401(k) into an individual retirement account […]

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Posted in Blog, Financial Tagged 401k, direct roll over, financial advisor, IRA, retirement planning, wealth management

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Recent News

How Much Income Do I Need After Retiring?

When you plan for retirement – which is hopefully long before you’re thinking about actually retiring – the biggest question […]

Read More

Now or Later?: The Best Age to Retire

Delayed gratification – putting off an immediate reward for the promise of a bigger reward later is a great way […]

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I’m Nowhere Near 65: Can I Really Retire?

A lot of things come around sooner than we like, be it Tax Day or a birthday. But early retirement? […]

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DBA Wickham Financial Group, Inc – The Wickham Agency, Inc – Wickham Taurus Group, LLC

Wickham Financial Group, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wickham Financial Group, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wickham Financial Group, Inc. unless a client service agreement is in place.

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