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retirement

Take these five steps to retire before 60

Posted on January 31, 2020February 4, 2020 by Graham Wickham

With a little bit of financial planning and management, you can retire earlier than the average American. Most plan on […]

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Posted in Financial Tagged checklist, early retirement, financial advisor, financial coach, retirement, retirement advisor, retirement planning, wealth management

Plan your retirement by following these four steps

Posted on January 17, 2020January 17, 2020 by Graham Wickham

Everybody is told that retirement takes some planning and managing your savings. But what can you do on a routine […]

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Posted in Financial Tagged checklist, financial advisor, financial planning, how to, investment growth, investments, retirement, retirement savings, risk tolerance, savings, wealth management

What is a 403(b) Plan and is it Right for Me?

Posted on September 12, 2019September 12, 2019 by Graham Wickham

Retirement savings is a popular topic and most people are familiar with retirement savings plans such as 401(k)s and individual […]

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Posted in Financial Tagged 401(b) plan, 401k, 403b, 403b plan, financial planning, IRA, retirement, retirement savings, Roth IRA, traditional IRA, wealth management

What to Consider Before Cashing Out Your 401(k)

Posted on June 27, 2019June 27, 2019 by Jeremy Cronemeyer

When changing jobs, cashing out your 401(k) is one of the options available to you. For most people, this is […]

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Posted in Financial Tagged 401k, cash out, cashing out 401(k), financial goals, financial planning, retirement, retirement plan, wealth management

Should I Roll Over My 401(k) to a Roth IRA?

Posted on June 18, 2019June 18, 2019 by Jeremy Cronemeyer

Changing jobs offers you the opportunity to make changes to your retirement savings plan. If you are looking for more […]

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Posted in Financial Tagged 401k, financial planning, retirement, retirement savings, roll over 401k, Roth IRA, traditional IRA, wealth management

Should I Roll Over My 401(k) to a Traditional IRA?

Posted on May 31, 2019May 31, 2019 by Jeremy Cronemeyer

Starting a new job presents an opportunity for you to make changes to your retirement savings plan. Evaluating all of […]

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Posted in Financial Tagged 401k, 401k rollover, financial planning, IRA, new job, retirement, Retirement Plans, traditional IRA, wealth management

Should I Roll Over My 401(k) to My New Employer?

Posted on May 15, 2019May 15, 2019 by Jeremy Cronemeyer

How to manage your 401(k) is one of the biggest decisions you face when changing jobs. If your new employer […]

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Posted in Financial Tagged 401k, 401k rollover, balance transfer, financial planning, investment, new job, retirement, wealth management

401(k) Investing – The Wickham Approach to Financial Advising

Posted on April 30, 2019April 30, 2019 by Jeremy Cronemeyer

On the surface, investing in your 401(k) plan seems straightforward. But once you look more closely at your company’s 401(k) […]

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Posted in Financial Tagged 401k, age, atlanta, financial advising, financial goals, financial planning, goals, IRA, retirement, risk tolerance, Roth IRA, wealth management

401(k) Rollovers: Options, Obstacles, and Opportunities

Posted on April 11, 2019April 11, 2019 by Graham Wickham

Deciding what to do with your 401(k) when changing jobs requires a close assessment of your individual situation and an […]

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Posted in Financial Tagged 401k, career change, IRA, job change, retirement
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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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331 Washington Ave
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