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Videos

Taxes In Retirement Thumbnail

Taxes In Retirement

Check out this educational webinar for important information on why taxes are different in retirement and ways to avoid key pitfalls in how you harvest income from various accounts. You will learn how to understand the current tax rules, identify misconceptions about your taxes in retirement, utilize the tools and strategies available to middle income retirees, and implement an action plan.

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A Woman’s Guide to Navigating Life Transitions Thumbnail

A Woman’s Guide to Navigating Life Transitions

In this Woman’s Webinar we discuss what a life transition is, how it can affect your well-being, and how to prepare your finances. Our fantastic line-up of speakers includes Janet Rucker-Smith (Certified Life Coach), Rachel Gustafson (Financial Planner), and Elin Severson (Estate Planning Attorney).

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Planning for Education Expenses - Part 1 - Paying for College

Regardless of where you are in the college savings process, there are effective strategies that can help you succeed. In this 2-part series, Rachel Gustafson a Certified College Planning Specialist™, is going to focus on the steps to help save for & pay for the college education of your children or grandchildren. In this session we will focus on paying for college. We will take a deep dive into the FAFSA & CSS Profile forms and discuss what goes into Expected Family Contribution (EFC) for Financial Aid purposes.

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Planning for Education Expenses - Part 2 - Saving for College

Regardless of where you are in the college savings process, there are effective strategies that can help you succeed. In this 2-part series, Rachel Gustafson a Certified College Planning Specialist™, is going to focus on the steps to help save for & pay for the college education of your children or grandchildren. In this session we will focus on how you can start saving for your child’s education. We will cover the 3 steps to funding college, which include estimating costs, reviewing various college savings options, and evaluating additional funding sources and strategies.

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Retirement Planning During Covid-19

A highly infectious virus is spreading around the world, this global health crisis has created a global financial crisis. In this webinar we will help you learn about some of the big changes that effect your retirement so you can try to maximize your finances and plan for how best to weather this unprecedented storm.

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Medicare

FOOD & FINANCE FRIDAYS - In this week's session we will break down some of the complexity surrounding Medicare and look at how it is intertwined with Social Security. We will have special guest, Jeff Klein of Smart health explain what to expect when applying for benefits.

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What's New With Social Security

FOOD & FINANCE FRIDAYS - In this week's session we will cover adjustments to Social Security & Medicare, as well as the program's outlook under the current political climate.

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Peace of Mind in Uncertain Times

What do we do when life experiences cause us to feel a lot more unfocused, fearful, and on edge? Join Rachel Gustafson a Certified Financial Planner & Janet Rucker-Smith a Certified Professional Evolutionary Life Coach in exploring how these uncertain times can affect our peace of mind, financially and personally. They will share what you can do NOW to reduce anxiety and create more financial and emotional balance.

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6 Retirement Account Options Every Retiree Must Know

Have you recently been laid off or taken a severance package and thinking about retiring? Or maybe you just want to understand what your options are when you do leave a job. In this webinar we will discuss 6 different options that you have to choose from and some common mistakes so you can hopefully avoid them.

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The CARES Act & What you NEED to know

There has been a LOT of information put out in the media on the CARES Act and changes it brings. This short 30 minute Webinar will outline the highlights of need to know information including changes to unemployment, distributions from retirement plans, Federal student loans & more.

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The Secure Act & What it means to YOU!!

The SECURE Act changes the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. In this webinar we will discuss the SECURE Act and how it impacts you and your retirement planning.

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