blog posts

Learn how Social Security benefits are calculated and how to find your expected benefits for your retirement plan!
Creating a Financial Plan

RE404: Social Security & Medicare Essentials

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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IRA's are the KEY to saving for retirement. Check out this free mini-class to learn the basics of how they work, contributions, withdrawals and a nifty spreadsheet!
Creating a Financial Plan

RE403: IRA Account Fundamentals

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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Do you have a qualified retirement account such as a 401(k), 403(b), 457 or TSP? Do you know what the rules are and how much your account will grow if you keep on contributing? AWESOME spreadsheet to help you see those numbers grow!
Creating a Financial Plan

RE402: Qualified Retirement Accounts

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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Do you have a concrete retirement goal to work toward? This amazing (free) mini-class will walk you through the steps of calculating just how much you'll need to save for retirement! Love the spreadsheet!
Creating a Financial Plan

RE401: Calculating Retirement Needs

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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