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"Loved your total candor approach. Really did appreciate for myself and my children what you had to offer and especially your initial comments about pursuing your dream. . . I will look forward to reading your book and implementing much of what I learned from you! " - Corri W.
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 Do you know the answers to questions like these below?
If not, you need to be at our June 19th event
Ever asked yourself any of the following questions:
- How am I supposed to save on my income?
- Who the heck is Ira Roth and why should I give him money?
- Getting a tax refund is a good thing, right?
- I've heard that saving when you're young can be huge. But it's also the hardest time to save, so is it really a big deal?
- Can I get a date through my employer-matching program?
- Which debt should I pay off first?
- Should I pay more than the minimum on my student loans?
- If I have credit card debt, should I be contributing to my 401(k) plan at work?
- Is it okay to just leave the money in the default option as long as I am at least contributing to the 401(k) plan?
- How much should I be saving?
- What are the right questions to ask any financial advisor?
- Do I need a will at my age?
- I feel somewhat overwhelmed. Where do I even start?
- How can I lower my car insurance bill?
- Do I need life insurance?
- What is the difference between term and whole life?
- How much life insurance do I really need?
- If I can get life insurance through work, should I?
- Is purchasing disability insurance a good use of my money?
- It's not a big deal if I'm not saving now, because I plan on saving much more later, when I make more money. That works, right?
- I am nowhere near retiring, should I just focus on paying off my loans?
- Are employer-sponsored spending accounts worth all the effort?
- Is Social Security going to be around for me?
- What will it mean if my pension goes away? What if I don't even get a pension? What if I don't even know if I get a pension?
- Does contributing to a 401(k) really save taxes? How much?
- Is taking a loan from a 401(k) plan better than taking on more credit card debt or establishing a home-equity loan?
- What's the difference between an IRA and a Roth IRA? Which one should I do?
- Is it better to contribute to a 401(k) plan or an IRA? Can I do both? Must I do either?
- My advisor keeps recommending this certain fund for me to invest in. How can I tell if its a good fund?
- What is a mutual fund? I know it's an investment, but what is it, really?
- How do I know if my financial advisor has my best interests in mind?
- How much money will I need to retire?
- Compared to my parents, how are things going to be different for me financially?
- What are the key online resources that can help me get the answers I need?
- I'm looking to buy (or sell) my home. Given the recent news about home prices, what should I do?
- How often do I need to review my existing investments?
- Should I convert my traditional IRA into a Roth IRA? What's involved with that process?
- What does it mean to vest in my 401(k) plan? Is this something I need to understand since it just happens?
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