Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
- This Event has passed.
The Road to a Tax-Savvy Retirement
- This Event has passed.
- This Event has passed.
- This Event has passed.
The Road to a Tax-Savvy Retirement
If you are in or near retirement, you already know that planning for financial security can be hard. But did you know that taxes could potentially decimate all your hard work? In our live webinar for adults aged 55 and older, you will learn:
- What the rising US National Debt can mean for your retirement
- Strategies designed to shield your hard-earned money from rising tax rates
- A little-known “Roth secret” that can potentially create tax-free income for your family
- And much more...
Register here
- This Event has passed.
Organizer
- This Event has passed.
Sign up to be notified of future events!
Additional Online Resources
Financial Planning Items to Consider When Your Child Turns 18
read more
Home Repairs: DIY vs Hired Work
As the summer kicks off, you may be planning some home improvements. Before taking the plunge, consider these pro’s and con’s of DIY versus hiring a professional.
Moving On Up – Ways You Can Prepare for Your Next/Forever Home
High on the list of stress-inducing situations is the process of buying a home. Join Wealth Advisor, Aimee Butler, as she shares a few things that she wishes she’d known when she was making the move from first home to “forever” home.
