Do you often think “I will never be able to retire"? Do you believe that you are too "broke" to start putting money away for retirement? Is your plan at work sufficient and are you putting the money away in the "right" places? Have you ever thought that you cannot "afford to lose any money in the stock market?" In this class, you will learn the fundamentals of starting and planning for your retirement.
Learn the difference between a Roth and a Pre-Tax investment and how they are affected by taxes. Learn the tax brackets and how to minimize your tax bite. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help build your wealth, align your money with your values and achieve your retirement lifestyle goals.
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