Client Education Below you will find both monthly education pieces and frequently asked questions relating to our firm. 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
