Free Financial Topics in Phoenix
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Whether a 1st time homebuyer or seasoned homeowner, Real Estate Lending has changed and offers a few new challenges to get to the finish line with as little stress as possible. This lecture can help alleviate the fears and make the home buying process smoother.
People make all types of mistakes with their money, but rarely is anything more painful than those that involve a lifetime savings or "nest egg". This informative and educational seminar is designed to help people understand one of the greatest financial risks to that nest egg: long term care. In an entertaining way, long term care is explained (what it is, where it takes place -hint - it's usually NOT a nursing home, who provides it, how much it costs -hint: can be over $100K/yr.) along with options on how to prevent the financial devastation that often accompanies this. MORE >No one ever wants to think they might need help with everyday activities like bathing or dressing, or think they may start to lose their memory. The reality is that almost 70% of Americans, because of our longevity, will at some point need help. Families often struggle with juggling work, family and caregiving, creating not only anxiety but often their own financial loss. There are great solutions to help families prevent this. These options include traditional insurance, "hybrid" long term care plan options, and many with options that if it's not used, the money is returned.
This presentation is appropriate for adults at any age, because long term care will touch all of our lives at some point.
A discussion of Medicare and what it does....and does not....cover. Medicaid Long Term Care benefits - you may not need to impoverish yourself. VA Aid and Attendance Benefits for veterans and surviving spouses.
Explore and understand different options available for purchase or refinance loans in today's market.
A description of Powers of Attorney and Advance Directives, including unique elements of those documents in Arizona. A discussion of what they accomplish and what they don't accomplish. What happens when someone doesn't have them - a brief overview of Guardianshp and Conservatorship in Arizona.
How to Identify and Implement Social Security Filing Strategies that Maximize Your Retirement Income.
Many Americans do not fully understand Social Security or the amount of Social Security benefit to which they may be entitled. To many individuals and couples, the Social Security rules and bureaucracy are intimidating. I can empower those same individuals to take full control and to maximize the Social Security monthly benefits they have worked hard to accumulate. MORE >I can also clarify many of the misunderstandings and myths that already exist about Social Security benefit claiming. I can provide thoughtful and expert advice regarding how soon to be retiring individual can maximize his or her retirement benefit.
For example, when should the individual file? At 62 or 70? How are my benefits calculated? How long must I work before I am fully qualified? What am I entitled to as a survivor or divorced spouse? Will Social Security be there when I retire?
Now more than ever, financial wellness matters. So now more than ever, it's time to address it – by giving a workforce and the general public the tools, understanding and motivation to take control of their financial lives. It causes a compound reaction: More productive people drive an organization's bottom line, as it does the society we live in and more financially confident people influence their families and communities. MORE >
An Arizona nonprofit teaching financial literacy and business while in high schools. This organization helps high school students to become licensed real estate agents, mortgage bankers, insurance agents, etc., before they go to college.
Not all down payment assistance programs are created equally. Understand the options, pros and cons, and take advantage of FREE money available in our market today.
Partner & Co-Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include: MORE >- Coordinate Social Security benefits to match your retirement timetable
- Maximize tax efficiencies to keep more of your money working for you
- Secure basic life expenses with guaranteed* income you can never outlive
- Invest to protect yourself in any economic condition
- Plan for the increases in health and medical costs likely to occur during your retirement
- Determine how to take money from your assets over time
- Protect and plan appropriately for family and legacy objectives
- Get financially organized and create a plan of action!