Retirement and Financial Planning

Presentations in PDF format now available.

Your financial future is up to you and no one else.

Purposeful organization to create calm during life’s transitions.

Supporting family can put a crimp in your strategy.

Will your accumulated assets be threatened by them?

Values can help determine goals & a clear purpose.

Certain financial & lifestyle choices may lead you toward a better future.

The five phases of life after 50 & the considerations that accompany them.

Talk about precautions with the seniors in your family.

Wise moves to make before things are finalized.

A practical financial checklist for the future.

Take steps so criminals won’t take vital information from you.