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

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

Details about your High-Deductible Health Plan • Benefits, including the triple income tax advantages • How income protection fits in with health insurance • Differences between HSAs and FSAs - Eligible expenses Contributions - Who and how much? - Investing options - Do’s and Don'ts - What happens when I separate service?

Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax Planning Strategies -Year End Planning Checklist -The Future?

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 […]

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!