Investment Management Firms Winnemucca NV

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.

Wells Fargo - Winnemucca
(775) 623-2595
151 W 4Th St
Winnemucca, NV
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Bank of America - Winnemucca
(775) 623-4481
1005 W 4th St
Winnemucca, NV
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

Owen Hill
North Lake Tahoe Financial Services, LLC
(775) 831-8511
889 Alder Avenue, Suite 101
Incline Village, NV
Expertises
College/Education Planning, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, ATP, CFP®, EA

Greg Phelps
REDROCK WEALTH MANAGEMENT, LLC
(702) 987-1607
9480 S. Eastern Ave.
Las Vegas, NV
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CLU

Christopher Baum
Vannoy Advisory Group, Inc.
(702) 799-9720
Las Vegas
Las Vegas, NV
Expertises
Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Planning Issues for Business Owners, Advising Medical Professionals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

US Bank - Winnemucca Office
(775) 623-3606
180 S Bridge St
Winnemucca, NV
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 05:30 pm

Sidney Blum
GreatLight Fee Only Advisors, LLC
(877) 333-1197
9060 W. Cheyenne Avenue Suite A
Las Vegas, NV
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, ATP, BS, CFP®, ChFc, CPA, CPA/PFS

Joseph Hollen
Hollen Financial Planning, Ltd.
(775) 827-0670
P.O. Box 6629
Reno, NV
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

William Kirby
Kirby Group, Inc.
(775) 853-4159
13375 West Saddlebow Drive
Reno, NV
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Christopher Jones
Sparrow Wealth Management
(877) 330-9191
870 Seven Hills Drive
Henderson, NV
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

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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