What’s the best thing to do with your 401(k) when you leave your job? What are the tax implications of taking your money out of your 401(k)? What’s the difference between an IRA and a 402(k)? Troy Reinhart with Northwest Quadrant Wealth Management answers 401(k) questions on Central Oregon Daily.
Author, speaker, wealth manager, adventurer David Rosell, of Rosell Wealth Management, tells the tale of ultralight shenanigans in Africa and Central Oregon and relates a connection to how you approach your financial planning.
Employers in Oregon now have a new option to provide a retirement savings solution to their employees, and a Bend company is leading the way as part of a pilot program for a state-sponsored plan called “Oregon Saves.”
It gives smaller companies a chance to enroll their employees in a plan without taking on the expensive administrative costs that it takes to run those plans.
Central Oregon Daily’s Mackenzie Wilson caught up with the owners and employees of Statehood Media in Bend to see how the pilot program has been working for them.
David Rosell of Rosell Wealth Management decided to climb what he describes as the most scenic mountain in Central Oregon, Mt Washington. The group he climbed with used ropes up the last pitch to reach the top safely and not take a chance of slipping. He uses this experience to talk about investing smart so you don’t go into a financial free fall. With the market at an all time high many are uncertain how to invest and waiting for the floor to drop out.
In his new book Keep Climbing: A Millennial’s Guide to Financial Planning, David takes his adventures and turns them into financial lessons. This week its about being smart about investments for the long term.
David Rosell of Rosell Wealth Management continues his adventures with stories of a six month trip from Kenya to South Africa in the 90’s in his new book Keep Climbing: A Millennial’s Guide to Financial Planning. They found themselves stuck in the mud in the middle of nowhere without food or any tools to help them get out. Being surrounded by lions and other wild animals, the team hunkered down for the night, played cards and talked about their lives. The lessons learned from this adventure is in making sure you always have the right tools on a long journey.
In his new book, David discusses the importance of investing in IRAs and 401Ks. The financial lessons in this book guide Millennials in their investing for a more secure future.