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- Elder Law Series Participant


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Do you know the answers to questions like these below?
If not, you need to be at our June 19th event

Ever asked yourself any of the following questions:

  • How am I supposed to save on my income?
  • Who the heck is Ira Roth and why should I give him money?
  • Getting a tax refund is a good thing, right?
  • I've heard that saving when you're young can be huge.  But it's also the hardest time to save, so is it really a big deal?
  • Can I get a date through my employer-matching program?
  • Which debt should I pay off first?
  • Should I pay more than the minimum on my student loans?
  • If I have credit card debt, should I be contributing to my 401(k) plan at work?
  • Is it okay to just leave the money in the default option as long as I am at least contributing to the 401(k) plan?
  • How much should I be saving?
  • What are the right questions to ask any financial advisor?
  • Do I need a will at my age?
  • I feel somewhat overwhelmed.  Where do I even start?
  • How can I lower my car insurance bill?
  • Do I need life insurance?
  • What is the difference between term and whole life?
  • How much life insurance do I really need?
  • If I can get life insurance through work, should I?
  • Is purchasing disability insurance a good use of my money?
  • It's not a big deal if I'm not saving now, because I plan on saving much more later, when I make more money. That works, right?
  • I am nowhere near retiring, should I just focus on paying off my loans?
  • Are employer-sponsored spending accounts worth all the effort?
  • Is Social Security going to be around for me?
  • What will it mean if my pension goes away? What if I don't even get a pension? What if I don't even know if I get a pension?
  • Does contributing to a 401(k) really save taxes? How much?
  • Is taking a loan from a 401(k) plan better than taking on more credit card debt or establishing a home-equity loan?
  • What's the difference between an IRA and a Roth IRA?  Which one should I do?
  • Is it better to contribute to a 401(k) plan or an IRA?  Can I do both? Must I do either?
  • What is a rollover IRA?
  • My advisor keeps recommending this certain fund for me to invest in. How can I tell if its a good fund?
  • What is a mutual fund? I know it's an investment, but what is it, really?

We'll also discuss the questions you might not be asking, but perhaps should be, such as:

  • How do I know if my financial advisor has my best interests in mind?
  • How much money will I need to retire?
  • Compared to my parents, how are things going to be different for me financially?
  • What are the key online resources that can help me get the answers I need?
  • I'm looking to buy (or sell) my home. Given the recent news about home prices, what should I do?
  • How often do I need to review my existing investments?
  • Should I convert my traditional IRA into a Roth IRA?  What's involved with that process?
  • What does it mean to vest in my 401(k) plan?  Is this something I need to understand since it just happens?

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