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> Finance > Personal Finance & Investing

Creating Your Financial Future   

One of the major reasons we fail to secure ourselves financially is because we are unaware of the things that should be done for it. We do what we feel is the right thing to do but that might not always be sufficient. Hence, it is essential to know what are the key components that you need to focus on while creating a road map for your financial wellbeing.


Understanding Your Finances –The More You Know, The Less You’ll Worry

  • Budgeting- It’s about confidence not guilt.  We will talk about how to look at your income and expenses so that you have confidence making decisions.
  • Investing – Learn about the different types of investments that fit with the different stages of your life.
  • Retirement – 401ks, 403bs, IRAs, Roth vs Traditional – What are the options and what do they mean?
  • Insurance – Term, Whole Life, IUL, VUL, Long-term care – what does it all mean?
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