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Financial Planning and Business Consulting Services
What to Expect
Topics to cover:
1. Personal Cash Expending Best way to manage earned money Learning about Budgets Creating a Budget
2. Budget Assessment
3. Investments
4. Life Insurance
5. Retirement Saving Account Annuity 401k,
6. Will
7. Trust
8. Loans
9. Ideas to make you rich from becoming a homeowner
10. Among Many Other Topics
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)