Sloan Magoch-Morales | Office Administrator & Marketing Director
Year Joined: 2015
Years of Professional Experience: 25+
What I love about Retirement Evolutions: The people
Places I’ve Lived: Milwaukee, WI; Casa Grande & Tucson, AZ
My Hobbies and Passions: Anything with water, camping, off-roading, my children.
Sloan ensures smooth day-to-day operations of the practice and that all clients, prospective clients and vendors receive the highest standard of service possible. She also oversees and coordinates the firm’s busy events calendar.
Sloan’s Professional Story
Sloan came out of the gate ready to make her mark in the professional world; before she was of age to legally order a cocktail, she was running a real estate office of 120 agents. Her noteworthy youthful achievements didn’t end there. As an employee of Pima County, she became the youngest interim court administrator ever entrusted with that role. Before her time was done working for the court system, she was leading a department of 40-plus people, eight courtrooms and the court calendar. Over the years, she found success in other roles, but serving others was always at the forefront of the endeavors she pursued. That ingrained call to service, background and unique ability to replace Ken with another “Magoch” was an ideal fit to join the team. Since that time, Sloan has found enjoyment learning a new industry, tackling the diversity of tasks and sharing stories with the good people who call or walk through the door.
Sloan’s Personal Story
Sloan was born in the Milwaukee area but grew up and spent the majority of her life in Tucson. She has been married to her husband, Mike, for over 20 years, during which time they raised their blended family of six now-adult children. Her happiest place is being on the beach with her feet in the sand. If it can’t be the beach, then just being outdoors is good enough. She and her family are no strangers to the dunes and other prime locations to ride toys and camp. Her energy is naturally drawn toward following closely the pursuits of her sons and niece and every day fulfilling her motto of “live, laugh, love.”
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN