James Brewer - Profile and Journalist Details
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James Brewer
Verified
CEO, Envision Wealth Planning and Contributor, Freelance
Chicago
Beats
M&A,the inside baseball of advisor-sold asset management the inside baseball of defined contribution retirement plans, business strategy sales, marketing distribution, people on the move
Content
By James Brewer| Forbes Verified Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from friends and family that is not right for you. When a spouse passes away, navigating the complexities of your partner’s financial legacy can be challenging. For spouses who inherit an IRA, understanding the options available is essential to make the most of this inheritance and avoid costly mistakes.
By James Brewer| envisionwealth.us@ Most of our clients have a professional degree gained from going to college. Unfortunately, many people, not coming from wealthier families, found themselves needing to take on student loan debt to fund their college education. It is so easy to simply sign the document saying that you will repay those loans when you’re done with college.
By James Brewer| Forbes Verified Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from friends and family that is not right for you. When a spouse passes away, navigating the complexities of your partner’s financial legacy can be challenging. For spouses who inherit an IRA, understanding the options available is essential to make the most of this inheritance and avoid costly mistakes.
Company Info
Freelance
Freelancer.com is the largest freelancing and crowdsourcing marketplace in the world, connecting over 81 million employers and freelancers across more than 247 countries. Founded in 2009 and based in Sydney, Australia, the platform allows employers to post jobs while freelancers can bid on these projects. It is publicly traded on the Australian Securities Exchange under the ticker ASX:FLN. The platform supports a variety of work categories, including software development, writing, design, and marketing. Freelancer.com also offers contests for creative work, where employers can award prize money to winning entries. Users can choose from different membership plans, including free and paid subscriptions, which provide various benefits. The mobile app enhances project management and communication for users on the go. With a diverse customer base that includes individuals, small businesses, and large enterprises, Freelancer.com plays a significant role in the global online economy.
De Pere, Wisconsin, United States