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WHO TIGHTENS THE PURSE STIRNGS IN YOUR HOUSE?
- What can long-term care even cover?
- The numbers don’t lie – women feel left out of the financial conversations. How can we change the narrative?
- There’s a swell of baby boomers coming… what does that mean for you and society?
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WHAT WOULD HAPPEN TO YOUR BUSINESS?
- An insurance that may allow your business to continue even if you become disabled.
- How to offer your employees job security.
- How to help avoid the devaluation of your business.
WOULD YOU SURVIVE WITHOUT AN INCOME?
- One simple way you may help protect your family.
- What people should be looking for when choosing insurance coverage.
- How to get disability insurance.
MARKET MISTAKES TO AVOID
- A recap of the 2023 market, including data from Russell Investments.
- The 3 most common mistakes people make regarding the market.
- What potential opportunities to be on the lookout for in 2024.
CHECKLIST FOR ENTPRENEURS
- The differences between IRAs.
- What a Solo 401(k) is and its benefits for entrepreneurs.
- Ideas on how create the best tax plan for a Solo 401(k).
RETIRING YOUR WAY
- What unique paths to retirement exist.
- Trends in retirement and the workplace post-pandemic.
- How the changing retirement landscape affects women in particular.
THE PYRAMID OF RISK
- What the pyramid of risk is.
- How key things like risk, volatility, and inflation can impact your investments.
- The importance of having a plan and regularly meeting with your financial or investment professional.
AVOID THESE RETIREMENT MISTAKES
- What many retirees want.
- Common mistakes many retirees make and how it may negatively affect their retirement.
- Best practices when planning for your retirement.
TOP 10 STEPS FOR THE NEW YEAR
- Pitfalls people may fall into financially when the New Year arrives.
- Actionable steps to financially prepare for the next year.
- Where to find resources for implementing these ideas.
FROM PANIC TO PREPARED
- How to get your financial documentation emergency-ready.
- The importance of including digital assets in documentation.
- What tools may help you assess and organize your finances.
WHEN TO START PLANNING
- The time value of money: how money is impacted over time.
- The time value of success: how success impacts finances.
- The time value of issues: what issues arise from success or the lack thereof.
REALIZING YOUR DREAMS
- The “rags to riches” story of Tom’s life and how it impacted his feelings on the meaning of wealth.
- His point of view on the best way to handle wealth.
- What Tom believes most contributed to his success.
BUILDING A FINANCIAL FOUNDATION
- How to build a financial foundation.
- Why structure may be more important than chasing high rates of return.
- Ideas on where to save your emergency fund money.