Reaching for the Horizon - Life in Retirement – You've worked hard, and now it's time to enjoy your retirement. With a little planning, you can ensure that you have financial resources for the things you need, and want, to do during your retirement. Join this webinar for a discussion of how to turn retirement assets into retirement security, estate planning for everyone and health care in retirement.
Banking – This module will explore how to choose a financial institution and the different types of bank accounts that are available. You'll also learn about electronic banking and compare different types of savings accounts.
Credit – In this module, you'll understand how to get credit and when to use it. We'll explore how interest rates work and why your credit score is so important.
Taxes – In this module, you'll learn how taxes are structured so you can maximize your income. You'll also learn about how income brackets and filing statuses impact your taxes. We'll explore two terms that cause many people problems - withholdings and taxable income. Finally, we'll walk through what forms to use when filing your taxes.
Investments – This module will explore the different types of investments so you can understand your choices. You'll learn what asset allocation means and why diversification is so important. Finally, we'll look closely at the benefit of managing your investments through the use of funds.
Financial Planning – This module will give you the tools to start your financial plan. We'll explore some popular financial goals, such as saving for college and retirement. And since no one knows what the future will hold, we'll talk about potential problems to plan for along the way.
Home Finance – In this module, we'll walk through what you can do to prepare for buying a home. We'll talk about what to expect from the buying process, as well as what happens after you've made an offer. We'll also explore how you may be able to lower your payments or tap into your home's equity once you own a home.