A Workshop for Women Navigating to Financial Success
Powerful. Decision Maker. Leader. Woman.
All these words describe women in the financial space. Women are becoming an economic powerhouse. 95% of women will be their family’s primary financial decision-maker at some point in their lives. By 2030, women will control ⅔ of the nation’s wealth.
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.
Insurance can be tricky. Is it actually possible to be over-insured? How do you really know if you are under-insured? Do I really need to be paying for Long Term Care Insurance and a life insurance policy? At the end of the day, insurance is a way to manage risk.
Understanding Property and Casualty Insurance for Home and Auto
When it comes to Property and Casualty Insurance for home and auto, most people are under-insured in the event of a major accident or total loss of their home.
Trusts, Wills, and Your Legacy
Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.
If you are one of the 10,000+ people turning 65 every day, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.
Our Tax Reduction Strategies workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls.
How do you keep cybercriminals from invading your life? Technology is everywhere; from smart-homes, cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?
Understanding Property and Casualty Insurance for Home and Auto
When it comes to Property and Casualty Insurance for home and auto, most people are under-insured in the event of a major accident or total loss of their home.
Our Tax Reduction Strategies workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls.
A Workshop for Women Navigating to Financial Success
For the first time in history, women now hold more than half of the nation’s personal wealth, and it's only continuing to rise.
How do you keep cybercriminals from invading your life? Technology is everywhere; from smart-homes, cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?
Insurance can be tricky. Is it actually possible to be over-insured? How do you really know if you are under-insured? Do I really need to be paying for Long Term Care Insurance and a life insurance policy? At the end of the day, insurance is a way to manage risk.
Trusts, Wills, and Your Legacy
Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.
Tax strategies to protect your retirement. Nothing will separate you from your retirement money faster than taxes.
If you are one of the 10,000+ people turning 65 this year, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.
Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions. If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Claiming Your Social Security workshop can help.