Joe Wirbick is the president of Lancaster financial services firm Sequinox. Joe specializes in retirement planning and distribution. This allows him to concentrate on developing strategies that help address the unique issues that confront retirees and those approaching retirement.
Tax information is provided for informational purposes only. Changes in tax laws may occur at any time and could have a substantial impact upon each person´s situation. Tax returns should be completed in conjunction with a qualified tax professional. While Joe is familiar with the tax provisions he discusses, Sequinox Financial and JWC/JWCA do not offer tax advice and are not affiliated. Joe is an investment adviser representative offering advisory services through J.W. Cole Financial Advisors Inc. (JWCA) and securities through J.W. Cole Financial Inc. (JWC). The opinions expressed are Joe´s and are based on information believed to be reliable but not guaranteed. Joe´s views do not necessarily reflect those of JWC/JWCA and Sequinox.
What is a 60-day rollover? How is it different from a transfer? Which one should I choose? Read More »»
If you watch the news, you might feel that things look pretty dismal worldwide. Read More »»
Economic strife may be difficult for many, but there are those who see potential in even the toughest times. In Spain, a young entrepreneur, Paco Santos, is one individual who is not taking his country’s problems lying down. Read More »»
President Obama’s 2014 budget proposal contains some very interesting changes to the way you would have to handle your IRA in the future. Read More »»
I regularly counsel clients on what they should do with 401(k)s from old employers, and I have written blogs in the past giving multiple reasons why you may not want to leave your 401(k) money behind. Read More »»
Last year’s fiscal cliff forced a combination of tax hikes and deep across-the-board spending cuts in Washington. This year’s dreaded “sequester” has been in effect for a few weeks now, and we are beginning to face the consequences. Read More »»
Last week’s jobs report was dismal indeed. Read More »»
The news has been aglow lately with reports from Cyprus, a country that wasn't even on most Americans’ radar a month ago. Read More »»
I believe our country has been embroiled in an economic slump for close to five years, and for much of it our government has been spending trillions of dollars on its recovery effort. Read More »»
Lots of people miss their goals. I've been one of them -- often.
So many things caught my attention this past week (thank you, Twitter?), this...
Back in 1953, Swanson foods had a very large problem. What do you do with 260...
Everybody is scrambling (at least the companies paying attention in the real...
Listen up, Central PA foodies and winos! This coming weekend was made for you.
Will Santa come early this year?