FAQ’s & Cases Below you will find questions that are common among clients of our firm. If any of these sound relevant to your situation, reach out to us today! Caleb M. Lopez 5/2/24 Caleb M. Lopez 5/2/24 Mental Health & Your Money Read More Caleb M. Lopez 4/1/24 Caleb M. Lopez 4/1/24 Verso l’Alto Read More Caleb M. Lopez 3/5/24 Caleb M. Lopez 3/5/24 Taking Care Of What Matters Most... Read More Caleb M. Lopez 4/25/23 Caleb M. Lopez 4/25/23 How does the SECURE ACT 2.0 affect my situation? Read More Caleb M. Lopez 3/20/23 Caleb M. Lopez 3/20/23 University of Michigan Faculty & Staff Read More Caleb M. Lopez 3/20/23 Caleb M. Lopez 3/20/23 Ohio State University Faculty & Staff Read More Caleb M. Lopez 1/27/23 Caleb M. Lopez 1/27/23 Why cant I just go with the default investment option through my employer? Read More Caleb M. Lopez 11/1/22 Caleb M. Lopez 11/1/22 What does an trusted advisor do for you? Read More Caleb M. Lopez 10/24/22 Caleb M. Lopez 10/24/22 How do I manage my finances as a busy professional? Read More Caleb M. Lopez 7/11/22 Caleb M. Lopez 7/11/22 How should my spouse and I look at retirement if we have different employers? Read More Caleb M. Lopez 5/23/22 Caleb M. Lopez 5/23/22 Do my employer retirement benefits cover all of my future needs? Read More Caleb M. Lopez 12/8/21 Caleb M. Lopez 12/8/21 What is the Windfall Elimination Provision (WEP) and how does it affect your social security? Read More Caleb M. Lopez 3/11/19 Caleb M. Lopez 3/11/19 How do I choose my initial retirement elections when I am hired on by my employer? Read More
Caleb M. Lopez 4/25/23 Caleb M. Lopez 4/25/23 How does the SECURE ACT 2.0 affect my situation? Read More
Caleb M. Lopez 1/27/23 Caleb M. Lopez 1/27/23 Why cant I just go with the default investment option through my employer? Read More
Caleb M. Lopez 10/24/22 Caleb M. Lopez 10/24/22 How do I manage my finances as a busy professional? Read More
Caleb M. Lopez 7/11/22 Caleb M. Lopez 7/11/22 How should my spouse and I look at retirement if we have different employers? Read More
Caleb M. Lopez 5/23/22 Caleb M. Lopez 5/23/22 Do my employer retirement benefits cover all of my future needs? Read More
Caleb M. Lopez 12/8/21 Caleb M. Lopez 12/8/21 What is the Windfall Elimination Provision (WEP) and how does it affect your social security? Read More
Caleb M. Lopez 3/11/19 Caleb M. Lopez 3/11/19 How do I choose my initial retirement elections when I am hired on by my employer? Read More
