Coming Events

Session 1:   Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...

Session 2:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...

Session 1:   Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...

Session 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...

Session 2:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...

Target-Date Funds: How Do They Work and What are their Limits?     Over 50% of all new 401k contributions go into Target-Date Funds (TDFs).  As its name implies, when a TDF receives investors’ funds via payroll deductions, it allocates those funds among cash-equivalent, bond, and stock (and occasionally other) funds. T , ...

Session 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...

Financial Literacy Session: Tools to Use to Enhance Your Financial Future      To assure your financial future it’s important to understand the key tools available to make it happen. Many of the tools involve using the tax system to maximum advantage. So, after briefly reviewing how income taxes work, we’ , ...

Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, and reduce , ...

Session 1:   Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...

Session 2:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...