Many people believe the secret of financial success is a higher income or maybe a large inheritance. But even with these things, people often struggle because they aren’t managing their money well. To succeed financially, you need a plan for how you will handle what you have. This webinar will address having the right mindset, gathering a team, and being
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Should You Go Mortgage Free?
Were you raised to hate owing money to anyone? Maybe you started trying to get your finances under control as an adult and had to cut up a stack of credit cards. Regardless of when you started, you’ve probably gotten the message that debt is bad.
But is debt always bad? Some people might say yes. Others might try to
Webinar Recording: Financial Planning Case Studies
It can be hard to grasp what financial planning means in the abstract. A better way to make sense of the process is to look at a few examples. Seeing a case study of a financial picture and the steps that can be taken to create greater financial success can inspire you to take a more objective look at your
Webinar Recording: Special Needs Trusts 101
Parents of adults with disabilities often want to set aside funds for their child’s needs. But simply putting the money in your child’s name can disqualify them from the benefits they need. Special needs trusts allow you to set aside resources for your child without endangering their benefits. This webinar addresses types of trusts, choosing a trustee, the types of
Can You Really Earn Passive Income?
It’s a common dream: imagine quitting your job, getting a house on the beach, and letting the money roll in while you perfect your golf swing. It’s undeniable that some people achieve this. But very often, the promise of a passive income is dangled in front of you for dishonest reasons. A lot of “passive income” ideas are really scams,
Webinar Recording: Misconceptions About Annuities
Confused about annuities? Learn about fixed, variable, and indexed annuities, and gain insights on their pros and cons as well as cash out and transfer options. Whether you’re planning for retirement, seeking stable income streams, or looking for ways to protect against market risks, this webinar provides valuable insight. Chase and Blair Tushaus, investment advisors, is presenting. Attendees can gain
Contracts Small Business Owners Should Know
If you own a small business, you probably deal with contracts all the time. Purchase contracts, employment contracts, partnership contracts—they’re essential to businesses of almost any size. A contract describes the obligations each party takes on in a legally-binding way. Getting important agreements in writing protects both you and everyone you do business with.
Contracts That Establish Your Business
If
Webinar Recording: I’m Too Busy to Plan for Retirement – What Do I Do?
It’s an unfortunate truth that your top years for retirement savings are often some of the busiest years of your life. But if you put off savings till you’re less busy, you’ll miss out on years your money could be earning dividends. This webinar explains how an advisor can craft a simple retirement plan in a minimum amount of time,
Webinar Recording: Special Needs Estate Planning and Conservatorships
As a disabled child nears adulthood, their parents worry about setting up the right structures to provide for their needs. How can they protect their child’s autonomy, provide for their material needs, and preserve their eligibility for government assistance? There are a number of pathways for achieving this. This webinar goes into the details of special needs trusts and conservatorships,
Where Did My Money Go?
We’ve all had it happen. You get your paycheck or a windfall of money and put it in the bank. But then, long before the end of the month, the money is all gone. Where did it go? You know you spent it, but it didn’t feel like you spent that much. If you had a budget, it’s possible you