Just the thought of retiring is stressful and a very important decision. This session is designed to help you create a checklist of items to consider when preparing for the transition to include important information and timelines for the following: -Social Security -Health Insurance and/or medicare -Pension -Employer provided benefits such as life insurance, disability, …

Just the thought of retiring is stressful and a very important decision. This session is designed to help you create a checklist of items to consider when preparing for the transition to include important information and timelines for the following: -Social Security -Health Insurance and/or medicare -Pension -Employer provided benefits such as life insurance, disability, …

We work hard for our gross salary. We need to ensure we are maximizing our income. This session will help you learn how to maximize your income and ensure you are getting the most out of your paycheck. Follow the link below to sign up. https://login.healthcaresource.com/phoebehealth/LogOn

We work hard for our gross salary. We need to ensure we are maximizing our income. This session will help you learn how to maximize your income and ensure you are getting the most out of your paycheck. Follow the link below to sign up.  https://login.healthcaresource.com/phoebehealth/LogOn

Just the thought of retiring is stressful and a very important decision. This session is designed to help you create a checklist of items to consider when preparing for the transition to include important information and timelines for the following: -Social Security -Health Insurance and/or medicare -Pension -Employer provided benefits such as life insurance, disability, …

Just the thought of retiring is stressful and a very important decision. This session is designed to help you create a checklist of items to consider when preparing for the …

Are you maximizing the benefits of your retirement plan? How should you be invested? Is Roth or pre-tax a better option? How much should you be saving to be on track for retirement? If these are question you have, sign up to attend. Follow the link below to sign up.  https://login.healthcaresource.com/phoebehealth/LogOn  

Are you maximizing the benefits of your retirement plan? How should you be invested? Is Roth or pre-tax a better option? How much should you be saving to be on …

Are you paying too much for you car? How do you negotiate with the dealer? Should you take low interest financing, the rebate or lease? Maximize your trade in value? What tools are available to help? Follow the link below to sign up.  https://login.healthcaresource.com/phoebehealth/LogOn  

Are you paying too much for you car? How do you negotiate with the dealer? Should you take low interest financing, the rebate or lease? Maximize your trade in value? …

“People don’t plan to fail, they fail to plan”. Come let us teach you how to create a solid financial plan for you and your family. Having a plan is …

“People don’t plan to fail, they fail to plan”. Come let us teach you how to create a solid financial plan for you and your family. Having a plan is important regardless of your age, amount of money you have or any other factor. A solid plan will allow you to remove financial stress of …