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Home » Archives for ANGELICA ROXAS

ANGELICA ROXAS

ANGELICA ROXAS

Blog
September 23, 20200Comments

Can Social Security Benefits possibly reach insolvency sooner than expected???

The economic downturn that resulted from the pandemic has become so severe that it is expected to spike the long-anticipated depletion date of the Social Security Trust Fund for retirement
by ANGELICA ROXAS
Blog
September 2, 20200Comments

Have an Old 401k? Here Are Your Options…

Life happens. We get it. Chances are you’ll have multiple jobs throughout your career working for multiple employers. It’s not a bad thing, just a matter of fact!  Do you have
by ANGELICA ROXAS
Blog
August 24, 20200Comments

The Benefits of a Roth Conversion

You may have heard of the concept of a “Roth Conversion” but aren’t too sure how it works and why it’s beneficial. What is a Roth conversion? How does it
by ANGELICA ROXAS
Blog
August 18, 20200Comments

If You Took PPP Loans, It’s Time to Work on Getting them Forgiven…IT’S NOT AUTOMATIC!

Many business owners cheered as the news came out about the Paycheck Protection Program (PPP) loans. The money was not distributed perfectly, but for a “rush job” it was still
by ANGELICA ROXAS
Blog
August 10, 20200Comments

Creating your Personal Retirement Plan

For many of us, the conversion from saving for retirement during our careers, to creating and managing income during retirement can be intimidating. The challenge of trying figure out how
by ANGELICA ROXAS
Blog
August 3, 20200Comments

Retirement Income Net of Fees and Taxes

If you are 401(k) plan participant, it is important to understand that creating lifelong retirement income is entirely your responsibility. This is no easy task.  For decades the thinking was that
by ANGELICA ROXAS
Blog
July 21, 20200Comments

In Job Transition? What Do You Do With Your 401(k) – 403b – TSP?

It takes hard work to build your 401(k), and when you decide to switch jobs, it's a hard decision on what you should do with it. There are options for
by ANGELICA ROXAS
Blog
July 10, 20200Comments

RETIREMENT CORNERSTONES – 401k – Do It Yourself Retirement

It’s not that 401(k) plans are necessarily bad, it is just important to understand that if you are counting on them to provide you with a reliable, consistent, lifelong retirement
by ANGELICA ROXAS
Strategic Asset Preservation, Inc.
Blog
June 24, 20200Comments

Why Has The Robo-Advisor Industry Been Unable To Capture Market Share?

In 2008, a new financial advisory service was launched in response to the global financial crisis. Many investors were unhappy with their performance results following the greatest financial dislocation since
by ANGELICA ROXAS
retirement
Blog
June 23, 20200Comments

Do You Have A Recession-Proof Retirement Plan?

As a result of COVID-19, the US economy is headed for a recession for the first time since 2009. In fact, the entire global economy is in the midst of
by ANGELICA ROXAS
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