Free Financial Topics in Phoenix
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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!
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.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. MORE >In this seminar on Estate Planning Basics, you'll learn:
* Why you need an estate plan
* Strategies to plan for incapacity, including special health care directives
* Wills, trusts, and life insurance
* Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
You will also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
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 >
Around 45% of Americans take their Social Security benefits at the earliest possible time, usually around their 62nd birthday. For a great majority of these people, that is both a grievous and irreversible decision that has long-term deleterious effects. MORE >Jeff Young has spend a decade teaching people about the most efficient manner to take these distributions and for a couple, the difference in doing it right and doing it wrong can mean tens of thousands of dollars. Jeff explains how people can benefit from understanding the various strategies available to them and exactly how to employ them. This is an eye-opening session and one you will want to hear prior to making those significant decisions about Social Security.
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?
We will discuss the importance of an evolving asset portfolio protection plan. As laws change it’s important to make sure your protection is keeping up with your needs. Learn how to understand the relationship with your insurance company, and whether or not they are keeping up with your needs. MORE >Other questions Paul will discuss: How much protection is enough? When do I need an Umbrella? How does my insurance compliment my investment plans & tax strategies. After our forum you will have the tools you need to protect the time you’ve invested.
- How new laws changed Social Security filing strategies
- Strategies to maximize and integrate Social Security with your retirement.
- Top financial strategies for your retirement
- 4 Phases of Money for the Retiree - Accumulation, Preservation, Distribution and Legacy
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.