Long Term Care

YOU THINK YOU MAY NEVER NEED CARE, BUT WHAT IF YOU DID? THINK OF HOW IT WOULD AFFECT YOUR FAMILY: Spouses – caring for a chronically ill loved one can make the caregiver ill too. Children – Many times, children and other loved ones feel obligated to carry the burden...

Have you thought about your financial bucket list?

Are you putting your money in the right buckets? What percentage in which bucket is right for you?  It’s Keeping It Simple Money Management. The “Everyday” bucket includes things like Groceries, your Mortgage/Rent, Gasoline and your essentials....

Protect your Retirement and Savings

Who are you depending on for your financial success? Investment Brokers – Stocks/ Bonds/ Mutual Funds Attorneys – Business/ Tax / Estate Planning/ Trusts/ Wills Real Estate Agents – Buying/ Selling/ Rentals CPAs & Accountants – Tax Planning / Tax Preparation...

Retirement Survival Update Workshop

What are the biggest Alligators to your retirement?   Learn about the NEW changes to Medicare, Medicaid, Social Security, IRAs, 401(k) plans as well as the…Growing Money Bubble Crisis. • Understand how the Yuan, Yen and the US Dollar are Affecting your Retirement •...