Medicare-What you need to know. Medicare facts, eligibility and benefits.

Microsoft Teams meeting

Join: https://teams.microsoft.com/meet/222608240199558?p=O8MwT8u1tqXnBv8eo2

Meeting ID: 222 608 240 199 558

Passcode: RV7CE7Nk

Dial in by phone

+1 980-949-4949,,429923383# United States, Charlotte

Phone conference ID: 429 923 383# ‍

We will delve into elements of estate planning and address your estate planning needs: Legal Documents needed and Execution of an Estate Plan.

Join Zoom Meeting (Start Time 5:45pm CST/ 6:45pm EST)
https://us02web.zoom.us/j/86487109911?pwd=saiEEoY8XMyFVLFzS5fEecHkHYGmK5.1

Meeting ID: 864 8710 9911 Passcode: 520235

We will delve into managing federal income taxes with investment strategies.

We will delve into ensuring adequate retirement income: the impact of earlier or later retirement, government, employee and personal savings, cost of medical care, managing retirement distribution

We will review risk tolerance in relation to investments, investing to meet accumulation goals and the various types of investments to consider, to address your financial goals.

We will delve into the types of insurance; what is needed to protect you and your family and how to manage risk.

Every Financial Plan starts with knowing your income, expenses and creating a positive cash flow. We will focus on:

1.      Understanding Net Worth and Cash Flow

2.      Learning how to measure financial health

3.      Identify opportunities to improve financial outcomes

4.      Apply insights to personal financial planning

An overview of financial planning and 10 things every woman should know about their finances

Your Financial Life should start with creating a budget that is efficient and not restrictive. We will work on budgets sheets, how to create a budget for your lifestyle

JOIN us as we explore the legitimacy behind credit repair companies while providing tips, tools, and strategies you can implement yourself. Bad credit is a more serious problem than most of us realize