Proper estate planning is crucial to ensure your assets are distributed according to your wishes, protect your loved ones, and minimize tax burdens. Join the Financial Fitness for Life Consultants as they discuss the various components of estate planning, including wills, trusts, power of attorney, and healthcare directives. Learn about the importance of beneficiary designations, […]
Retirement brings a new set of challenges, and being prepared is essential. Join the Financial Fitness for Life experts as they discuss five major retirement risks: longevity, inflation, market volatility, healthcare costs, and unexpected expenses. Gain valuable insights to safeguard your retirement savings, ensure a comfortable lifestyle, and achieve peace of mind during your golden years. […]
As the year draws to a close, it's the perfect time to optimize your financial situation. Join us to discover savvy strategies for tax planning, retirement contributions, and maximizing savings. Learn how to review and adjust investment portfolios, set achievable financial goals, and create a budget for the upcoming year. Our financial experts will equip […]
Financial success is dependent upon having a thoughtful approach to the decisions you make with your money. Whether you are starting to save for retirement, planning your first home purchase or saving for your child’s education, there are specific steps to take to ensure that you set yourself up for success. Join this FIT4Learning webinar […]
Deciding whether to save or pay down debt is a common financial challenge for many people. The best choice often hinges on the kinds of debt you have and the interest rates you're paying. However, it's also important not to postpone building your financial safety net just because you have debt. In many cases, a […]
Becoming tax-aware as an investor helps minimize tax impacts on your finances. The taxation of different investments and accounts varies, and how you are taxed can differ based on which option you choose. Investing time and effort to find strategies that benefit you will keep more of your money working for you in the long run. […]
Life is uncertain, and an emergency fund serves as a financial safety net for unexpected expenses like medical bills or car repairs. It helps manage financial shocks without resorting to high-interest credit or loans, offering peace of mind and preventing disruptions to long-term financial goals. During this FIT4Learning webinar we will answer the following questions […]
How you pay down your debt is not a “one-size-fits-all” approach. Reclaiming your financial freedom might be closer than you think with straightforward, actionable strategies to tackle your debt once and for all. During this FIT4Learning webinar we will help you to understand how to take an inventory of the different types of debt that […]
Making a major purchase can be exciting, but also intimidating. It's important to take specific steps beforehand to ensure that your purchase aligns with your current financial situation. During this FIT4Learning webinar we will walk through the top questions to ask yourself before making that big purchase: - What is the true cost and how […]
Curious about how your credit score affects your financial life? Join us for Exploring Credit Scores: Their Purpose and Importance. Whether you're planning to buy a car, rent an apartment, or apply for a credit card, your credit score plays a crucial role, and we're here to simplify it for you. By the end of […]
Join us for Smart Starts: Crafting Your Child's Education Fund, as we unravel the intricacies of 529 Plans, Coverdell Education Savings Accounts, and Roth IRAs tailored to help you plan for your child's educational future. From understanding the tax advantages and investment options of each plan to devising a personalized strategy that aligns with your […]
Join this month's webinar to explore the intersection of election-year dynamics and your financial planning. With elections often stirring market uncertainties, understanding how political landscapes impact investment decisions is paramount. In this session, we'll delve into strategies to navigate election-year volatility, providing practical insights on how to help mitigate risk and optimize your financial portfolio […]