Investment Management Firms Wasilla 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.

Mr. Thomas R. Lehe Jr., CFP®
(907) 376-8373
851 E Westpoint Dr Ste 209
Wasilla, AK
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mrs. Carol A. Akerson, CFP®
(907) 746-1316
3291 Seagull Dr
Palmer, AK
Firm
Waddell & Reed

Data Provided by:
Wells Fargo - Wasilla
(907) 376-5355
581 W Parks Hwy
Wasilla, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Wells Fargo - Palmer
(907) 745-2161
705 S Bailey St
Palmer, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-05:00 PM
Sun Closed

Mr. Allison L Biss, CFP®
(907) 248-1581
9170 Jewel Lake rd ste 107
Anchorage, AK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Investment Planning, Retirement Planning

Data Provided by:
David Paul Eller, CFP®
(907) 376-4379
701 E Parks Hwy Ste 204
Wasilla, AK
Firm
Edward Jones Investments

Data Provided by:
Wells Fargo - Cottonwood Creek
(907) 376-6797
1701 E Parks Hwy
Wasilla, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-05:00 PM
Sun Closed

Wells Fargo - Wasilla Wal-Mart
(907) 357-6221
1350 S Seward Meridian Rd
Wasilla, AK
Type
In-Store Branch
Office Hours
Mon-Sat 10:00 AM-06:00 PM
Sun 12:00 PM-04:00 PM

Wells Fargo - Eagle River
(907) 689-4200
16600 Centerfield Dr
Eagle River, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-03:00 PM
Sun Closed

Ms. Laura G Bruce, CFP®
(907) 440-2256
900 W. 5th Ave. Ste. 601
Anchorage, AK
Firm
Alaska Permanent Capital
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Investment Management

Data Provided by:
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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