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.
Responsibilities
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 info@retevo.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Consider an Annuity Even When the Market’s Humming
Perhaps you are familiar with an annuity. The basic premise is that you convert a lump sum of money into a stream of income. Unlike an investment, once you commit a fixed amount of money to the insurance company, that company is contractually obligated to provide you a minimum level of income with the option to continue receiving it as long as you live. All guarantees are backed by the financial strength of the issuing insurance company.
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Tech Trends
There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines replaced encyclopedias. Then, there are ideas that help solve problems that plague millions of people.
Back pain, for example. Not only do approximately eight in 10 adults experience low-back pain at some point in their lifetime, but it’s also the most common cause of job-related disability.
One individual who suffered severe back pain while sitting at work all day decided to invent a new kind of desk. This desk would allow him to stand while he worked, alleviating his back pain. This man was a co-founder of VARIDESK, a new type of office furniture manufacturer. But this new company didn’t just enter the office supply industry; it introduced a new sales model that was key to its rampant success: Selling online direct to consumers.
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Retirement Planning Challenges
In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First, fewer 65-year-olds have enough money to retire. Second, the number of people in this demographic with a college degree has more than doubled (53 percent today vs. 25 percent in 1985).
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Boosting Financial Literacy is a Top Priority
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.
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Stock Buybacks Explained
When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.
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