Personal Finance, and Investments
ABC’s of Estate Planning
Learn how you can protect your family and assets by using wills, trusts, powers of attorney and living wills.
Advanced Directives, Living Wills
What if you could no longer speak for yourself? How do you want to spend the last days, weeks or hours of your life? We will review a standard Living Will/Advanced Directive form, go over terminology and explanations.
Medicare 101
The Medicare process can be extremely confusing and getting into the right Medicare plan can be a daunting task.
The Stock Market Game
Would you like to get into the stock market, but feel that you don’t understand it well enough? Or maybe you are just curious as to what it is all about.
Unpuzzling Social Security
What is YOUR Social Security strategy? Do you know how being married, divorced or widowed impacts your benefits? Would you feel knowledgeable about choosing among hundreds of possible claiming strategies?
