Preparing for retirement is something more than increasing savings now for when you aren’t getting a paycheck later, as retirement planning takes careful strategy. From IRAs to 401ks, whether you contribute to a company pension or you are self-employed and don’t know where to start, we offer viewers the chance to ask a wide range of questions to help them on their path to long-term financial success.
- How should I save with my 401(k) or IRA when I’m 30? 40? 50? – What are the differences between Roth and Traditional IRAs? – How do I know if I have to work longer before I can retire? – What will happen to Social Security?
- How do I approach retirement planning when I start my new or first job? – Can I tap into my retirement for an emergency?
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Marc Ruiz is a Team Leader and Partner at Oak Partners. Marc has been serving clients in wealth management in the Chicago Metropolitan area for 25 years.
Marc graduated Purdue University West Lafayette with a focus in Marketing and Economics. Marc publishes a weekly article in the business section of the Hammond Times, *Your Mind on Money*, and has been featured in CNBC.com, Investment News and the Chicago Tribune.
Stacey Fargo is part of the Retirement Asset Management (RAM) team at Oak Partners. Stacey holds the FINRA Series 7 and Series 66 registrations held through LPL Financial.
Stacey received her Bachelor’s degree in Accounting and Management from Indiana University in Bloomington, IN. Upon graduation, she began a career at Pricewaterhouse Coopers (PwC) in Chicago, IL, where she resided for 11 years. Stacey began in the auditing practice, and eventually changed her focus to be more internal, working in various areas of the firm including financial analytics, portfolio management, and process improvement.
Jim Dunne is a Vice President and Wealth Management Officer for Peoples Bank. Jim has over 15 years of experience in the financial services industry, all within the Chicago Metropolitan area, providing tailored financial solutions for individuals, families, foundations, and organizations.
Jim received his BS in Finance from the University of Illinois at Chicago and his MBA in Finance from the Kellstadt Graduate School of Business at DePaul University in Chicago, IL. Jim is also a Certified Financial Planner.
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