Tutelas Financial Management

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/10/2025

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

01/03/2025

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?

12/21/2024

It’s officially winter! What’s your favorite winter activity?

12/13/2024

Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

12/04/2024

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

11/11/2024

This Veterans Day, we express our gratitude to all those who have served our country, including our friends, clients, family and colleagues. Thank for your service and sacrifice.

11/07/2024

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.