May 21
Welcome Workshop
9:00 am – South Hills Office
Seminar
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No Obligation. Free to Attend.
Masterplan 101
Get educated on your investments
MASTERPLAN 101 will acquaint you with the basics of the investment world. Each month, a new lesson will be released featuring the most commonly used financial topics and themes. Available at no-cost and no-obligation.
Lesson 10
Millennials & Money: By the Numbers
Masterplan 101
Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media.…
Lesson 9
Life Insurance – Getting It and Getting It Right!
Masterplan 101
Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment –…
Lesson 8
Retirement – America’s #1 Financial Priority
Masterplan 101
It seems to be agreed on: Americans have retirement on their mind. For that matter, it’s their leading financial goal, according to a recent survey. At the same time,…
Lesson 7
Estate Planning: Essential Estate-Planning Documents
Masterplan 101
A recent study found that only 40 percent of American adults have a will. A will is frequently described as “the cornerstone” and “the foundation” of an estate plan. It’s always…
Lesson 6
College Funding – The HIGH Cost of HIGHER Education
Masterplan 101
Getting into college. Getting through college. And always looming large: How to pay for college?? Understandable.College tuitions increase at a greater rate than general inflation.
Lesson 5
Women & Money: By the Numbers
Masterplan 101
On average, women live longer than men, but save less for those years. This is an imbalance that women need to be aware of and must work to correct.…
Lesson 4
401(k): The Leading Force in Retirement Plans
Masterplan 101
In less than 40 years, 401(k) plans have grown to be the primary vehicle for American workers at any point on the road to retirement. In fact, at the…
Lesson 3
Individual Retirement Account: The name says it all
Masterplan 101
$9.2 trillion of assets were in IRAs at the close of 2017. Nearly 44 million U.S. households invest for their futures using IRAs. More than 80% of those same…
Lesson 2
Mutual Funds: An Investor Favorite
Masterplan 101
In 1924, the first modern mutual fund stepped onto the financial scene. In one year, its assets grew from $50,000 to $392,000. By the start of 2018, 9,886 U.S.…
Lesson 1
Stocks, Bonds, Cash: The Basic Asset Classes
Masterplan 101
What’s your most important financial goal – the one you think about the most? A comfortable retirement? Pick up a financial magazine, and you’ll find most articles and ads…
