No matter where you are in your financial journey, planning for costly emergencies is always important. And most of us will never be in a situation where our emergency fund can cover every possible accident or act of God. That’s where insurance comes in.
However, not everyone uses insurance for its intended purpose. There will always be fraudsters looking to…
It’s almost impossible for the average person to buy a house without a mortgage. But you may find a mortgage is the most complex financial transaction you’ve ever done. How do you navigate the process? This webinar addresses mortgage types, interest rates, amortization, closing costs, refinancing, and much more. J. R. Gurrieri, an experienced financial planner, presents. His practical, easy-to-follow…
Military finances can be complicated enough. But if you’re a reservist, you have to navigate two systems at once: the military system and the civilian system. You may end up planning for retirement while trying to take into account your years of active duty, your years in the reserves, and your years of civilian work. While every reservist’s situation is…
No matter how dedicated you are to your business, there will come a time when you no longer want the responsibility of managing it. Before then, it’s vital to create a succession plan. With the right plan, you can ensure a seamless transition to the person of your choice. This webinar addresses choosing your successor, funding the transfer, and planning…
Anyone can invest, but without knowledge, it’s difficult to ensure good results. A few basic strategies you can learn will put you head and shoulders above a novice investor. This webinar includes tips about the best investments, strategies for short and long term investing, and enlisting the right professionals. Jeff Davis is a financial professional with over thirty years of…
Starting a business is an investment. You invest time and work into it now, and someday, you hope, it will all pay off. That makes it seem like a great way to save for retirement. By investing as much as possible in your business, you can live off the profits when you’re older.
However, this is probably not the best…
Sometimes, instead of a pay increase or bonus, your compensation might take the form of stock options. A stock option is the option to purchase stock at a given price on a given future date. It isn’t the same as receiving stock free and clear, but it can still be in important part of your net worth. This webinar addresses…
It’s the main way the average American increases their net worth. You buy a small starter home and pay the mortgage on it for years. When it comes time to sell, you earn back not only the money you’ve paid so far, but a tidy profit as the value of your home has increased.
At least, that’s the promise. Sometimes…
Many people derive their sense of purpose from their jobs. But in retirement, it becomes vital to have a purpose that goes beyond your career. Retirement planning that focuses only on money doesn’t go far enough. Your finances should support a full, abundant life. This webinar addresses envisioning the life you want to live, evaluating where you stand today, and…
Paying for college is always a challenge. But at least during your undergrad, you might have been young, living on campus, and with few outside obligations. Adults who go back to school for a further degree may have additional challenges. Can you afford to pay for another degree while you’re still paying off the first one? Do you have energy…
