Parent University: Retirement Planning - A Family Affair & How to Fund All of This – Tying Together Government Benefits, Insurance, Investments and How It Fits Into the Plan
Retirement Planning - A Family Affair
Saving for the long term, understanding all of the opportunities and pitfalls, and knowing how family coordinated plans are key to our success is not often discussed. Understand the questions to ask, the numbers to crunch, and the ways we need to work together in our planning to be successful.
How to Fund All of This – Tying Together Government Benefits, Insurance, Investments and How It Fits Into the Plan
There are myriad of insurance plans to understand. Health insurance, life insurance, disability insurance, and long term care insurance – what to use when? What makes sense? Each piece of this planning is complicated enough. Now how do we put it all together? We have all of the ingredients. What recipe with these ingredients to make a true cohesive plan?