This presentation walks through the different ways to prepare for retirement, from understanding Retirement Asset Allocation to the importance of planning with Personal Savings and the appropriate tax-deferred investment strategies.
This presentation gives an overview of planning for Long-Term Care, an eventuality for 40% of all people over age 65. Medicare will not cover everything, but,planning now, while you're healthy, can save you in the long term.
This presentation gives an overview of the importance for saving now and planning for the future when funding a child's college education. While savings will not always cover the costs, there are other areas to consider when funding an education.