Life Transitions

Unemployment and Life Transitions: Don’t Let Emotions Run the Show

As recently as a generation ago, many careers followed an iron-clad path:  you found a good job, worked 40 years in that job, and retired with a gold watch and a pension. These days a career path like that is nostalgic at best – today’s worker can

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Life Transitions and Finances: Build and Use an Emergency Fund

Build an Emergency Fund and Use it Wisely

The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne

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4 Things to Consider When Changing Jobs

Whether you are starting a new job or if you’ve been laid off, there are many things to consider during a life event like this. Today we’ll share four things that you may want to consider high priority at such a time. Maintain your health insurance after

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In Financial Advising, Skills Matter More Now Than Ever

Financial Advisor Skills Matter Now More Than ever

We are empowered with more information than ever. As a result, businesses must have the proper skills to provide the right solutions to be impactful and relevant to their clients. A consumer can easily find the cookie cutter, laissez-faire approach to any problem or situation – though this may not be the best option.

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Pension: Lump Sum vs. Annuity (Part 2)

Payne Wealth Partners

This is Part Two of a two-part video blog on Pensions. Click here for Part One. Individuals with certain types of pension plans may often choose between a lump sum distribution or monthly income for life.  We talk with many people who initially favor the lump sum. 

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Pension: Lump Sum vs. Annuity (Part 1)

This is Part One of a two-part video blog on pensions. Click Here for Part Two. Individuals with pension plans often have big decisions to make regarding receipt of those dollars.  Options typically offered are a lump sum distribution (which many would rollover to an Individual Retirement

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The Future of Social Security

The most recent Social Security Trustees Report projects that – without changes – the current system will only be able to pay about ¾ of promised Social Security benefits to retirees in about 20 years. So, if I were scheduled to receive $2,000 per month, that would

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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