Savings Allocation
What Types of Investments Are Available and How Do They Work
Type and Amount of Insurance Is Best
What Creates Your Score and How to Improve and Manage It
College Planning 101
What Counts and What Doesn’t How to Begin Saving for College
IRA Overview
All Types of IRA’s Contribution Limits- Current Tax Deductions and Future Taxes on IRA’s
Refinancing My Home
Overview of Interest Rate Options Fixed Vs Variable 15-Year Mortgage Vs 30 Year Mortgage
Succession Planning
Importance – Assets Vs Liabilities What Your Family Needs in Terms of Replacement Income
Will and Trust
Overview of The Types Available and What They Can Do and Their Importance
