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Kristine Abra D'Esterhazy

No Current Employment Listed

Overview

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Experience

No timeline events available.
Employer Years Dates
Paragon Wealth Strategies, LLC 5 years, 9 months Mar 2013 - Present
Life Management Advisors, Inc. 1 year, 7 months Jul 2011 - Feb 2013
Life Management Advisors, Inc. 2 years, 9 months May 2010 - Feb 2013
Ivan, Cole, Bonnette & Kane, Pa 3 years May 2007 - May 2010
Life Management Advisors, Inc. 2 years May 2005 - May 2007
Law School 6 months Nov 2004 - May 2005
Coleman Law Firm 1 year, 1 month Oct 2003 - Nov 2004
O'Connor, Davies, Munns & Dobbins, LLP 3 years Oct 2000 - Oct 2003

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

Ask a financial questionAsk a question
Can funds be drawn from 401k after age 55 for hadship?
As an alternative to withdrawing funds, you may want to consider taking a loan against your 401(k). This option will allow you to avoid paying any taxes, so long as you pay yourself back. Most plans allow participants to take loans. The best resource for your specific plan's options is your plan...  (more)
Answered Sep 2013
I have a ROTH IRA and now my employer offers a 401k. I can't afford to put money in both. Which should I choose?
Hello Cece in Jacksonville!Congratulations to you for working hard on your retirement! Here's one way to look at it - an employer match is a great way to have someone else help you save for your retirement. One thing to consider though is any vesting schedule associated with the employer match. ...  (more)
Answered Feb 2014
Employee has passed away and i am the beneficiary, how do i go about checking on any money he or beneficiaries are due?
William,My condolences on your loss. As a former probate paralegal, I often helped clients locate ‘lost’ assets. One of the best places to obtain information about a person’s assets is on their recent tax return. Most sources of income to the decedent should be reported there. Schedule B lists ...  (more)
Answered Sep 2013
How i can review my balance???
Hi Eleazar,If you are looking for information related to an employer-sponsored plan, the best place to start is to contact your Human Resources department or plan administrator. They will be able to direct you to the custodian who is handling your plan. Most custodians today offer good online acc...  (more)
Answered Sep 2013
Elective Deferral or Employer Contribution from a Solo 401(k) first?
Hello Rebecca,The latest you can make contributions to your solo 401(k) for 2013 is your tax filing deadline, including extensions. The plan itself, however, must be established by December 31, 2013. It sounds like you have already taken care of that, so good for you!There is no real difference ...  (more)
Answered Sep 2013
What happens with my mother-in-law's 401k if she passes away and we can't find paperwork?
Roxie,I am sorry about your loss. I'm sure this is a difficult time for you and your family. Brightscope is a good place to start when looking for an old 401k plan. At the home page, you can enter the name of companies your mother-in-law worked for to find information about their retirement pla...  (more)
Answered Jan 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Oct 6, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Apr 25, 2013
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

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