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Financial Planning & Investment Management | Itineris Financial Advisors —

Secure your financial future: let Itineris Financial Advisors help you eliminate the financial anxiety arising from personal or professional shifts

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CONTACTS AT YOURMONEYJOURNEY.COM

Itineris Financial Advisors

William Pollak

1630 No●●●●●●● Street

#●5

Waln●●●●reek , California, 94596

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Itineris Financial Advisors

William Pollak

1630 No●●●●●●● Street

#●5

Waln●●●●reek , California, 94596

United States

510●●●882
bi●●●●●●●●●@yahoo.com

View this contact

Itineris Financial Advisors

William Pollak

1630 No●●●●●●● Street

#●5

Waln●●●●reek , California, 94596

United States

510●●●882
bi●●●●●●●●●@yahoo.com

View this contact

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Financial Planning & Investment Management | Itineris Financial Advisors — | yourmoneyjourney.com Reviews
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Secure your financial future: let Itineris Financial Advisors help you eliminate the financial anxiety arising from personal or professional shifts
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Financial Planning & Investment Management | Itineris Financial Advisors — | yourmoneyjourney.com Reviews

https://yourmoneyjourney.com

Secure your financial future: let Itineris Financial Advisors help you eliminate the financial anxiety arising from personal or professional shifts

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Financial Education | Itineris Financial Advisors | Financial Planning & Investment Management

http://yourmoneyjourney.com/speaking/financial-education

Call NOW to schedule your. Itineris Financial Advisors wants to help. Our workshops are noted for delivering a wealth of financial information that are clear and avoid financial jargon. We want to empower financial decision making for individuals through different stages of life. Past workshops sessions include:. How To Keep Your Financial Boat Afloat During a Career Transition. Ten Things to Know About Tomorrow Today. Investing in Your Child’s Education. 1990 N. California Boulevard, Suite 302. The LPL ...

2

Converting Your After-Tax 401(k) Dollars to a Roth IRA

http://yourmoneyjourney.com/2015/07/converting-your-after-tax-401k-dollars-to-a-roth-ira

Call NOW to schedule your. Converting Your After-Tax 401(k) Dollars to a Roth IRA. July 1, 2015. By Itineris Financial Advisors. Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth IRA. By rolling over/converting only the after-tax dollars to a Roth IRA, you hope to avoid paying any income tax on the conversion. And while some experts suggested that it might ...

3

Can You Count on Dividends as a Reliable Income Source?

http://yourmoneyjourney.com/2015/08/can-you-count-on-dividends-as-a-reliable-income-source

Call NOW to schedule your. Can You Count on Dividends as a Reliable Income Source? August 10, 2015. By Itineris Financial Advisors. Dividends can be an important source of income. However, there are several factors you should take into consideration if you’ll be relying on them to help pay the bills, especially if you are no longer earning income. Also, dividends aren’t all alike. Dividends on preferred stock typically offer a fixed rate of return, and holders of preferred stock must be paid th...For exa...

4

Events | Itineris Financial Advisors | Financial Planning & Investment Management

http://yourmoneyjourney.com/speaking/events

Call NOW to schedule your. We have delivered financial education workshops. To a variety of organizations in recent months:. Experience Unlimited Contra Costa County. Pro-Net Experience Unlimited Job Club. PROFILE of Santa Cruz. South Bay Job Search Network. Tri Cities One Stop Career Center. One Stop Career Link Center of San Francisco. Work2Future One Stop Career Center of San Jose. NUMMI Career Transition Center of San Jose. NUMMI Career Transition Center of Hayward. American Institute of Architects.

5

Investment Management Services | Itineris Financial Advisors

http://yourmoneyjourney.com/services/investment-management

Call NOW to schedule your. Itineris considers a broad range of asset classes for inclusion into your customized investment allocation. We think this type of diversification helps to reduce risk over the long term. But diversification is not just about risk reduction; it’s about capturing opportunity! Our investment process balances your need for a consultative approach to considering a new investment strategy with the limited time people often have available to think about investment matters:. Review and...

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Financial Planning & Investment Management | Itineris Financial Advisors —

Call NOW to schedule your. Are you a Professional or Entrepreneur who is:. Considering early retirement, a career transition, or starting a business? Experiencing a marriage, divorce, loss of a spouse, or change in health status? Confused and uncertain about how to juggle multiple financial priorities? If you lead a busy life and feel uncertain or anxious about how to attain your financial goals, then we can help. Get FREE Financial Tips to. During Your Career Change. We always respect your privacy.

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