What do I do with my money? Developing a savings plan to fund your goals

What do I do with my money? Developing a savings plan to fund your goals

Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]

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What do I do with my money? Developing a savings plan to fund your goals
How To Talk To Your Parents About Their Financial Future

How To Talk To Your Parents About Their Financial Future

So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]

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How To Talk To Your Parents About Their Financial Future
5 Ways to Stay Secure Online

5 Ways to Stay Secure Online

The world is becoming more and more digital where we have access to just about any information at the touch of our fingers. Think about how many times you pick up your phone or laptop on a daily basis and all the information that is stored on it – personal documents and information, account numbers, […]

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5 Ways to Stay Secure Online
Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Overview Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following: The impact of […]

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Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act
Don’t Lose Track of your Retirement Accounts!

Don’t Lose Track of your Retirement Accounts!

With everything that goes on in our daily lives, it’s easy to forget about our retirement plan accounts which are setup to automatically help save for the future. Below are a few questions to consider to ensure your retirement accounts are up to date. Have you created personalized login credentials to view your retirement account? […]

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Don’t Lose Track of your Retirement Accounts!
3 Simple, Effective and Free Ways to Monitor Your Credit

3 Simple, Effective and Free Ways to Monitor Your Credit

Today more than ever, it is important to monitor your financial activity and credit reports. Fraudsters are continually finding new ways to steal data and make fraudulent purchases. Thankfully, there’s a few simple – and best of all, free – ways to help keep yourself secure. Leverage Technology Most banks, credit cards and lenders allow […]

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3 Simple, Effective and Free Ways to Monitor Your Credit
Webinar: Retire or Rewire

Webinar: Retire or Rewire

Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: How to get in touch with your own financial reality (02:56) Can you afford to stop working? Can you pivot to a new career? (06:11) How to sustain assets for the years to come (08:22) Finding your identity in retirement […]

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Webinar: Retire or Rewire
Medicare 101 – What to Keep in Mind When Signing Up

Medicare 101 – What to Keep in Mind When Signing Up

Medicare has been around since 1965 and although it has grown topsy-turvy thanks to multiple Congresses, the program can be easily understood once you remove all the distracting information. Usually, once people are on Medicare, they’re left wondering what was all the fuss about? The apparent complexity arises from the alphabet soup of descriptive letters […]

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Medicare 101 – What to Keep in Mind When Signing Up
Retirement Planning – Beyond the Numbers

Retirement Planning – Beyond the Numbers

As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling!  Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]

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Retirement Planning – Beyond the Numbers

Active Career Repositioning in Uncertain Times

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Active Career Repositioning in Uncertain Times