Investment Management Firms Blackfoot ID

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. Michael Ray Anderson, CFP®
(208) 785-1819
PO Box 778
Blackfoot, ID
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Estate Planning, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Ms. Vicki Motloch, CFP®
(208) 529-3993
1075 S Utah Ave Ste 100
Idaho Falls, ID
Firm
Waddell & Reed
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
US Bank - Blackfoot Office
(208) 785-4430
9 S Ash St
Blackfoot, ID
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

US Bank - Idaho Falls Office
(208) 525-1600
330 Shoup Ave
Idaho Falls, ID
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 05:00 pm

Wells Fargo - Idaho Falls Main
(208) 533-6025
320 A St
Idaho Falls, ID
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Mr. David L. Eckman, CFP®
(208) 533-6115
900 Pier View Dr.
Idaho Falls, ID
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Wells Fargo - Blackfoot
(208) 782-2350
109 S Broadway St
Blackfoot, ID
Type
Branch
Office Hours
Mon-Thu 09:30 AM-05:00 PM
Fri 09:30 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

US Bank - Shelley Office
(208) 357-3457
201 W Pine St
Shelley, ID
Languages
Spanish
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 06:00 pm

Wells Fargo - Idaho Falls Westside
(208) 533-6155
635 N Skyline Dr
Idaho Falls, ID
Type
Branch
Office Hours
Mon-Fri 09:30 AM-06:00 PM
Sat 09:30 AM-04:00 PM
Sun Closed

Wells Fargo - Idaho Falls
(208) 533-6024
900 Pier View Dr 2Nd Flr
Idaho Falls, ID
Type
Private Client Services
Office Hours
After Hours call toll free: 1-866-460-8470

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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