Where will my money come from?  --  Tax Strategies with your income  --  Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go”  --  Employer Distribution Options  --  Annuities / Ladders  --  Social Security Details / Strategies

How to use Credit  -  Know the 28/36 rule  -  Understanding Gross vs. Net pay  -  Creating a “Spending Plan”  -  Setting long and short-term goals  -  Good Debt vs. Bad Debt  -  Identity Theft prevention ideas

The details of collecting  -  File at 62 or wait?  -  The impact of earnings from employment  -  How Social Security is taxed  -  How to coordinate benefits with your spouse  -  A discussion of the future of Social Security including proposed changes  -  Don’t miss out on benefits you’re eligible for!

Traditional IRA/401(k)  --  Roth IRA/401(k)  --  What else is available?  --  Flexibility  --  Having it both ways

Ways to Create Income in Retirement  --  Income Allocation vs Asset Allocation  --  Phases of Retirement Spending  --  Creating a Spending Plan: Essentials vs Extras  --  How to Create Your Own Pension  --  Coordinating Taxes and Spending

Tips to avoid identity theft - Establishing an emergency fund - Planning your retirement savings - Learning and preparing for the unknown financials ahead - Financial products explained

Retirement Healthcare decisions made before age 65 -- COBRA, Affordable Care Act, etc.  --  What Medicare does and does not cover – “In plain English”  --  Medicare Supplement vs. Medicare Advantage Plans  --  Prescription Drug Plans  --  The “Donut Hole”  --  What are my Long Term Care options?

Tips to avoid identity theft -- Establishing an emergency fund -- Planning your retirement savings -- Learning and preparing for the unknown financials ahead -- Financial products explained