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Financial Planning and Business Consulting Services
What to Expect
Topics to cover: Personal Goals Analysis Cash Expending Best way to manage earned money Learning about Budgets Creating a Budget. Budget Assessment Life Insurance Saving College Saving Fund Health Savings Fund Why to save money and reasons to do it. Debts Retirement Saving Account Annuity 401kRoth IRA. IRA Rollover What happens to my 401K
Topics to cover: Personal Goals Analysis Cash Expending Best way to manage earned money Learning about Budgets Creating a Budget. Budget Assessment Life Insurance Saving College Saving Fund Health Savings Fund Why to save money and reasons to do it. Debts Retirement Saving Account Annuity 401kRoth IRA. IRA Rollover What happens to my 401K when I lose my job? Contributions into these accounts What I am taking with me Retirement Tips and Investment Ways of saving when I spend money in retirement Tips and ways of earning extra money
Types of Investments
Investment Vehicle, Mutual Funds Bonds, Buying a Bond Type of Bonds Selling Bonds Rated Bonds Stock Trust Inheritance Women in the workforce and retirement plan Stages in life Loan Buying a House Reverse Mortgage Line of Credit Home Equity Learn also about: Wills Power of attorney Health care Power of attorney Living Will (health care proxy)