The stereotype is that doctors have it made, but in reality, medical professionals have unique financial struggles that call for specialized solutions. This webinar will address student debt, insurance to protect your income, and retirement planning.
Do you have an old 401(k) from a previous job? You can roll it over into an account you can still contribute to. This webinar will address types of funds you can roll over, types of funds you might roll your money into, and the rollover process.
After years of marriage, a divorce changes everything. You can navigate the changes and create a new beginning for yourself. This webinar will address community property, tax implications, budgeting on your own, and more.
Which would you rather have, an apple or an apple tree? Like an apple tree, dividend-paying stocks will continue to benefit you year after year. This webinar will address advantages of dividends, good and bad companies to invest in, and dividend strategies.
Does the collapse of Silicon Valley Bank make you nervous? How do you know if your money is safe? Are you confused about how the banking system works? This webinar will address the recent banking crisis, its causes, how banks function, and best practices for keeping your money safe.
Term life insurance can replace your income if you pass away during your working years. But it can run out, leaving you uninsured during your retirement. Permanent life insurance can act as part of your retirement strategy. This webinar will address types of life insurance, pros and cons of each, and retirement strategies for whatever you choose.
Saving for retirement is important, but it’s just as crucial to withdraw your retirement money carefully. With a well-planned income stream, you can enjoy your retirement for as long as you live. This webinar will address types of retirement assets, constant vs. fluctuating returns, and simulations of different withdrawal scenarios.
There are things you wouldn’t want an AI doing for you, but managing your investments isn’t one of them. Direct indexing technology has a record of high performance and can be combined with human advice for maximum success. This webinar will address direct indexing technology and its advantages in indexing, personalization, and tax minimization.
Maybe there are no skeletons in your closet, but are you still afraid to open it? When your closet becomes a mess, that disorganization can spill out and make your whole life more chaotic than it needs to be. This webinar will address deciding what to keep, creating accessible storage, and maintaining your items.
No matter how much you make, expenses and debt payments eat away at your income. How can you reduce their influence and keep more of your money? This webinar will address minimizing expenses, understanding the types of debt, and knowing when debt is good or bad.
If you’re a traveling nurse working temporary assignments, your life may be unpredictable. That doesn’t mean your finances have to be. This webinar will address negotiating placements, arranging lodgings, budgeting, and saving for retirement.
Just like in every other field, women face unique challenges in finances. But that doesn’t mean financial success is out of reach. This webinar will address saving for retirement despite lower pay, investing for best returns, and managing debt.