How to Create a Login Safety Plan Webinar

Copy of How to Create a Login Safety Plan For You and Your Spouse 2
Do you know where and how to access all of your families financial accounts (banking, investments, credit cards, mortgage, etc.)? Do you know all of the username’s and passwords in case something were to happen?

If not, you’re not alone. If you’re not in charge of it, then it’s out of sight out of mind.

However, if you’re like most married couples, one person handles the finances/bills while the other takes care of other chores. Over time, we eventually just take each other’s chores for granted.

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The Top 7 Mistakes People Make Planning For Retirement

7 Retirement Mistakes

It kills me when people are conned into an “investment” that just doesn’t make sense for them. It actually happens more than you might think. Give me a minute to tell you a little – but true – story.

One day a lady stepped into my office and was interested in working with me. She was working with a big brokerage firm and didn’t feel like her advisor was being honest with her.

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Top 7 Mistakes People Make When Planning For Retirement Webinar

7 Retirement Mistakes

Do you worry about your retirement from time to time? You’re not alone.

Do you remember the subprime mortgage crisis of 2008? Retirees watched in disbelief as a large portion of their hard-earned money vanished right before their eyes. Who’s to say something similar can’t happen again, especially with some of the volatility we've seen lately.

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