July 2021 – Page 11

Encourages employees to explore the retirement benefits that their employer offers

Describes the financial considerations one must take when caring for loved ones who no longer can care for themselves

Describes how investing early can secure a child’s education for the future

Lists measures that one can take to mitigate damage to property that you either own or rent

Describes common retirement account options

Lists 5 questions one should ask before receiving Social Security

Explains what annuities are and how they can be included with your financial plan

Lists four questions one should ask to identify your retirement needs and goals

Explains what income tax basis, power of attorney and durable power of attorney are.

Discusses the importance of planning one’s estate

Month: July 2021