Small Resolutions. Big Impact.
More Complex Planned Giving
Basic Types of Planned Giving
What Can You Do w/ Extra Cash?
Common Debt Payoff Strategies
The Importance of Emergency Funds
What Do You Do with Old Accounts When You Switch Jobs?
Have You Gotten or Updated Your Will?
Who are Your Beneficiaries?
What Do You Do with Your "In Between" Money?
Myth #4: You Can't Have Fun Now AND Save for Retirement
Myth #3: You Have to Have Twice Your Income Saved by 35
Myth #2: You Don't Have Enough Money to Invest
Myth #1: Financial Advisors are Too Expensive
Finding Joy in Your Finances
Spring Cleaning Your Retirement Plan
Spring Cleaning & Summer Break
Intro to Retirement Plans
Intro to Wealth Management