||Financial Planning Workshop Topics
The following Topics will be discussed:
- How to Guarantee protection of your assets from the devastating cost of long-term care, the greatest financial risk you face in retirement!
- How to pay for the various kinds of care options available in New York State, including Assisted Living.
- A Retiree’s biggest mistake and how to avoid it.
- Three ways to potentially increase your income immediately.
- The only 2 investments that are double taxed…and most investors don’t know it
- How to reduce taxes on your Social Security Income
- How to help reduce estate taxes
- Investing for growth and safety in a volatile market
- How to rollover a retirement/pension plan without paying taxes
- Are you leaving your heirs a legacy, or a tax liability?
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