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 Here is just a small sampling of some of the topics we'll cover in future monthly phone calls.
- The importance of goal setting
- The miracle of compounding interest
- Why your money habits matter—now
- Understanding your Comprehensive Personalized Motivational Toolkit (CPMT)
- How you can avoid being cheap and still be fiscally responsible
- Achieving financial balance
- Dealing with the debt you already have
- Credit card debt reduction techniques
- The importance and management of your credit reports and credit scores
- Why receiving a tax tax refund is NOT a good thing
- Appropriate auto insurance strategies
- Life insurance—do you need it? How much coverage? And what kind of life insurance?
- The relevance of other insurance coverages like disability and accidental death and dismemberment
- Maximizing the advantages of an employer-sponsored reimbursement (flexible spending) account
- The new world of responsible retirement planning
- Turning tax withholdings into retirement savings
- How to take a load off - fee (and stress) reduction meet investing
- Risk and reward considerations
- ETFs (Exchange Traded Funds)
- Key estate planning documents, including wills and power of attorneys
- Your FIRST THINGS FIRST checklist—leaving with empowerment and clear direction
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