Investment Management Firms Juneau AK

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.

John Morgan Brantner, CFP®
(907) 523-3422
8800 Glacier Hwy Ste 222
Juneau, AK
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Data Provided by:
Collin Todd, CFP®
(907) 209-6196
114 S Franklin St Ste 202
Juneau, AK
Firm
New Outlook Financial, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Wells Fargo - Lemon Creek
(907) 780-5299
1610 Anka St
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Alaska USA Mortgage Company
(907) 789-2735
8390 Airport Blvd Ste 201
Juneau, AK
 
Cemerlang Financial Services LLC
(907) 463-2543
418 Park St
Juneau, AK
 
Ms. Amy L. Volz, CFP®
(907) 463-5511
119 Seward St Ste 7
Juneau, AK
Firm
Samuel D Skaggs Investments
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Wells Fargo - Glacier Valley
(907) 789-9550
9150 Glacier Hwy
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-05:00 PM
Sun Closed

Wells Fargo - Juneau
(907) 586-3324
123 Seward St
Juneau, AK
Type
Branch
Office Hours
Mon-Fri 09:30 AM-05:00 PM
Sat-Sun Closed

Alaska Pacific Bank
(907) 789-4844
2094 Jordan Ave
Juneau, AK
 
Financial Planning Concepts For Living
(907) 586-5600
517 6th St
Juneau, AK
 
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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