Managing to be Wealthy: 06/10/18

The cycle of life, and how it translates financially:
-  Tax planning tools available to help you save, and specific areas you should consider investing
-  Spousal IRA: What’s the value for you?
-  Health Savings Account: Is it for you?
-  Tax help: understand your pay statement and get organized
-  Don’t get caught in the “debt trap”!

Managing to be Wealthy: 06/03/18

Tips to researching an advisor’s specialty, their focus, and how they’re paid:
- Understanding the role of your professional
- How savvy is your advisor, to the many moving pieces of your financial plan?
- The impact good qualifications can have on a client!
- Attention to detail: Is your advisor on the front lines of industry changes?
- What motivates your advisor: How do you pay your fees?
- What are your needs: The path to finding the perfect fit!

Managing to be Wealthy: 05/27/18

Estate Planning: Providing a quality of life, while protecting your interests
- Probate Court: Title your accounts properly
- Who's who: Reviewing your beneficiaries and evaluating how your legacy is distributed
- Do you have trusted professionals in line to represent your interests?
- Providing support for your heirs in your absence
- Letter of Instruction: who will care for you if needed?

Managing to be Wealthy: 05/13/18

- Is a strong dollar good or bad for retirees’ portfolios?
- Debt: The impact on your financial plan
- Is this your "forever" home? Things to consider when you want to remain there as you age
- Rent or own: Can you afford a home, the upkeep and taxes? Test drive your budget before you consider relocation
- What you need to know about Continuing Care Retirement Communities

 

Managing to be Wealthy: 05/06/18

Emotionally driven investments
- Collectible items: Will they fund your retirement?
- How far will your baseball card collection take you?
- Is your vacation home truly an investment? Key points to consider before you buy.
- The relevance of hiring a professional to help you dispel the myths behind “good deals.”
- Is your lifestyle in the way of your financial success?

Managing to be Wealthy: 04/29/18

Dependent planning 101
- Are you someone’s guardian? Why you need to have a sound financial plan in place
- The importance of having conversations, and the tough questions to ask
- Critical issues surrounding life events of dependents, and the expenses that are associated
- The impact on your cash flow
- Weddings: the best way to calculate the potential expense
- Should you provide a cash gift to your child?
- The importance of enlisting the professional help of a Certified Financial Planner

Managing to be Wealthy: 04/08/18

Data gathering: The simple solution to good financial planning
- Catching key mistake before tax time
- De-clutter your life: What to save and how to store documents
- Managing deductible and non-deductible IRA contributions
- When to step back and re-consider your investment allocation
- Assessing your Social Security statement
- Considerations when rolling over your 401k or 403b to an IRA
- Consolidating your wallet and assessing your accounts

Managing to be Wealthy: 03/18/18

Taxes and Retirement: Build a plan around great timing:
- The various types of income you can expect to be taxed in retirement
- Which deductions will disappear when you retire?
- Choosing the magical age to stop working
- Be smart! Track your medical expenses to reduce your taxes
- When is it time to start taking Social Security benefits?
- Strategies to help you squeeze more from the tax law

Managing to be Wealthy: 03/04/18

Financial decisions to change your future: Buy a home or save for retirement?:
- Are you prepared for the financial commitment of owning a home?
- Fork in the road: High ticket interest, versus interest earned on savings
- The huge impact of missing just one year of savings
- Learning the art of delayed gratification
- Unique ways to teaching your kids how to save
- The building of an entrepreneur!