HelpUThrive – Early Stage College Planning October 19, 2023 @ 12:00 pm - 1:00 pm CDT Webinar “Retail” vs Actual college costs - Recent FAFSA changes - The needs based financial aid system - Where does the money come from? - How much is enough? - Tax Advantaged savings vehicles (Section 529 plans, Coverdell Education Savings Accounts, Individual Retirement Accounts, Uniform Transfer to Minors Accounts, Roth IRA’s, etc.) - Tax Credits/Deductions - […]
RetireU – Roadblocks to Retirement / Late Stage Retirement Planning November 9, 2023 @ 12:00 pm - 1:00 pm CST Webinar Are you emotionally ready to retire? -- Decisions you will face: Multiple competing goals - Healthcare!! - Investing principles/debt management - Identity Theft Protection - Income planning for the phases of retirement: “Go-Go, Slow-Go, No-go” - 4 “must-do’s” every year
RetireU – Roadblocks to Retirement / Late Stage Retirement Planning November 14, 2023 @ 12:00 pm - 1:00 pm CST Webinar Are you emotionally ready to retire? -- Decisions you will face: Multiple competing goals - Healthcare!! - Investing principles/debt management - Identity Theft Protection - Income planning for the phases of retirement: “Go-Go, Slow-Go, No-go” - 4 “must-do’s” every year
HelpUThrive – Credit & Spending: What should I be doing? February 15, 2024 @ 12:00 pm - 1:00 pm CST Webinar How to use Credit -- Know the 28/36 rule -- Review popular credit card myths -- Creating a “Spending Plan” -- Are 401k loans a good alternative -- Good Debt vs. Bad Debt -- Identity Theft prevention ideas
HelpUThrive – Credit & Spending: What should I be doing? February 20, 2024 @ 12:00 pm - 1:00 pm CST Webinar How to use Credit -- Know the 28/36 rule -- Review popular credit card myths -- Creating a “Spending Plan” -- Are 401k loans a good alternative -- Good Debt vs. Bad Debt -- Identity Theft prevention ideas