During COVID, I worked with many clients who faced furloughs, especially those employed at Disney. Some were let go completely, while others were away from work for months. One particular client in his early 60s had an eye-opening experience. He had planned to retire within a couple of years, but found himself temporarily out of…
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I was talking with a buddy recently, and he said something that might sound familiar:“Kyle, inflation is catching up to me. I’m making as much money as I’ve made over my lifetime, but the cost of living keeps increasing.” If you’re feeling the same way, especially after the past few years of higher inflation, you’re…
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A few years back, I met with a prospective client who was referred to me by a current client. She had worked at Disney for a long time and hadn’t put much thought into her 401 (k) investment allocation. Her reasoning was simple. “I work for Disney, I think the company is good, so I’ll…
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Are you a Disney hourly cast member trying to make sense of your Disney pension options? The decisions you make can significantly impact your financial future, and understanding your options is crucial. This comprehensive guide will help you understand the Disney Pension plan and the factors to consider when making your decisions. Disney Hourly Cast…
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When you turn 65 or approach that milestone, you suddenly become a prime target for Medicare-related mail. The flood of brochures and information packets can be overwhelming, especially as you navigate the complexities of healthcare during your retirement. As a Disney retiree, understanding how Medicare works with your existing benefits is crucial for making informed…
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Probably shouldn’t have done that. That’s what went through my mind during a recent conversation with a prospective client. She was approaching retirement after working at Disney for many years and told me about changes she’d made to her investment allocation within her 401(k). Those changes potentially cost her thousands of dollars. I tried to…
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I was talking with a client recently, and she said, “Kyle, I’m getting ready to retire. I’m getting a little bit older. I want to know if I’m on track. What I really want to understand is how to best maximize my Disney 401k before I retire?” This is a common question I receive, especially…
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I recently spoke with a client who told me he is done working for the company and wants to retire. He has been working for the company for 25 to 30 years and has had a great career. He loves the Walt Disney Company and has enjoyed it. Still, when you’re done, you’re done. The…
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As a Walt Disney Company employee, you might be surprised to learn that you could have access to a pension plan. This valuable benefit can play a crucial role in your retirement strategy. Let’s dive into the five essential aspects of the Disney pension plan to help you make informed decisions about your financial future.…
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If you have a 401k, you’ve probably wondered at some point, how to go about potentially maximizing your contributions. Here are three tips and strategies for you that may help.
