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On the Money: Alpha Planning 101

Mar 25, 2022

  • Important stats surrounding women’s retirement:
    • Longevity & outliving your spouse
    • Likelihood of retiring at 65
    • Use of financial advisors/retirement plan
    • Financial confidence
  • Importance of healthcare planning
  • Social Security benefits – differences for women vs. men
  • Tax planning

Mar 11, 2022

  • Protecting your legacy from volatility, taxes, & long-term care facilities
    • Benefits of and differences between Wills and Trusts
    • Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents
  • Maximizing your estate by utilizing other pieces of the Alpha Plan process