We all hear stories about having one's financial identity stolen and know some of the steps to take to protect ourselves. But join us this Wednesday and listen as Certified Identity Theft Risk Management Specialist Steve Schwartzer explains how some everyday situations that you would never think could bring harm are in fact quite risky, and what you can do to protect yourself. Steve will also discuss several non-financial ID theft dangers to be aware of which very real but are not well publicized.
The law regarding long term care in general and Medicaid specifically is constantly changing, which makes it easy for insurance salesmen to confuse and scare customers into buying insurance and annuity products. Find out the real information about Medicaid coverage, limits and penalties as well as strategies to help offset long term care costs without the hype that accompanies a sales seminar. This educational webinar will be presented by attorney John Haslam of the Wilson Law Group.
The number of mistakes people can make in life insurance are virtually endless. Join us to hear fee-only life insurance consultant Scott Witt talk about which mistakes, if avoided, can make the biggest financial difference to you.
Find out if your money mentality might be costing you a chance to retire early!
We apologize there is a minor recording glitch just after the 2 minute mark in the presentation, it lasts 1 minute, the remainder of the recording is clear.
CPAs and tax preparers help you figure out exactly what you owe the IRS in the spring, but proper planning in advance can save thousands of dollars. But most tax-saving opportunities need to be taken before the end of the year or lost forever.
Please Note: The Tax Rate Chart, John referred to 13 minutes into the presentation can be found HERE.
Conventional wisdom holds that inflation is the biggest threat to a retiree's standard of living. With proper planning inflation is a non-factor in retirement lifestyle. Join us to find out why conventional wisdom isn't!
A lecture explaning equilibrium markets and why this concept is critical in developing an investment strategy, the true definition of investment advice and the science behind evaluating fund managers. Contact our office for the slides that accompany this recording.
A lecture explaning why conventional asset allocation theory is inappropriate for real people. Contact our office for the slides that accompany this recording.
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