Wealth Planning Made Easy was designed to help simplify the complex world of wealth management.
By delivering selected videos and content on relevant wealth management topics, we strive to help provide you a better understanding and education on those areas you may want help with. Additionally, through our interactive, one on one approach with your Wealth Planning Made Easy Concierge, we can ultimately put you in touch with a qualified Financial Advisor, if desired.
Lastly, if there is topic you need help with that isn’t listed below, like business planning, managing proceeds from a property sell, inheritances, etc., please email your Concierge.
FINANCIAL PLANNING
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Retirement Income Needs
Identify your retirement planning needs based on your desired standard of living.
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Putting Together the Retirement Income Puzzle
Take a look at some of the common pieces, and how they relate together.
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Social Security Retirement Income
What role does Social Security play in your retirement income strategy?
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The Basics of Social Security Retirement Benefits
Review the key factors that influence your Social Security benefits.
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Rainy Day Planning
How much money should I keep in a savings account for emergencies?
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How Sequence of Returns Can Affect Your Retirement Savings
Why systematic investments helps reduce market risk and volatility.
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Debt Management
What is debt management?
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Should You Pay Off Debt for Save for Retirement?
Compare return on your investment versus paying of debt.
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Your Credit Report
Interpreting your information on your credit report.
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Planning Concerns of Divorcing Couple
Why is it important for you to understand the basics of divorce law?
Investments
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Employer Retirement Plans
Understand different types of employer retirement plans.
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Design & Manage an Investment Portfolio
Understand the different types of investment strategies.
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Rebalance 101: How to Get Your Portfolio Back on Track
How rebalancing can help manage overweighted risky portfolio balances.
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Educational Savings
What's the difference between a 529 plan and Coverdell Education Savings?
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Saving for College with a 529 Plan
Review of how a 529 works and how to open one.
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Homebuying & Mortgages
First-time homeowner best mortgage options.
insurance
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Health Insurance & Group Medical
Review of Health Reform and Types of Health Insurance coverage.
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Should You Consider a Health Savings Account?
How an HSA works with your health insurance plan.
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Compare types of life insurance
Review the difference between term, whole, universal and variable life insurance.
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Do I Need Disability Insurance?
Review the value of owning a disability insurance.
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What is Long-Term Care Insurance
Brief review of long term care insurance.
tax planning
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Tax Planning for Income
Retirement income and tax planning strategies.
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How Pre-Tax Contributions Affect your Paycheck
How retirement plan contribution are pre-tax on your paycheck.
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Estate Planning for Income
Breakdown of current estate planning taxes and breakpoints.
wills & trusts
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Wills 101
What is a will, and what it purpose does it serve?
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Advantages of Trusts
Why you should consider a living trust.