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 your employer provided benefits to protect you and your family while saving $$$.  --  How to determine your insurance needs.  --  What are the right types of coverages for you?  --  How much do you need?  --  Proven strategies to improve your financial situation  --  What’s new in insurance?  --  What benefits […]

Tips to avoid identity theft -- Establishing an emergency fund -- Spending Plan vs Budget -- Importance of Credit Score -- Strategies to pay off debt -- Planning your retirement savings -- Learning and preparing for the unknown financials ahead -- Financial products explained

Current market volatility • Savings vs Investing • Your retirement plan investment options defined and explained • The case for alternatives • Growth vs Value • How important are dividends? • Risk tolerance assessment done correctly • Guiding Principles & Strategies • What will happen with interest rates?

The details of collecting - File at 62 or wait?  - The impact of earnings from employment - 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!

The details of collecting - File at 62 or wait?  - The impact of earnings from employment - 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!