301 Oak Ridge Circle
Click to see all previous lunch and learns recorded in 2020
Market volatility and the economic environment are constantly changing. How do you manage volatility while maintaining consistent income? What strategies can you use to balance this. These are topics we will discover so that your portfolio can weather the volatility of markets.
We will be summarizing how the economy and stock market performed during the previous quarter and discuss factors that could shape the next quarter.
Let’s take a high level dive into coverages often overlooked in your Home and Auto policies. Do the premiums you pay provide for the coverages you want? This presentation plans on hitting key coverage limits within a home/auto policy – as well as coverages that are often overlooked, especially when quoted online.
Let’s talk about strategies you can use to help manage the impact of market downturns. Find ways to have your retirement plan dictated by your dreams and not the markets.
Income Planning is just as important, if not more important, than your accumulation plan - Income Planning for retirement looks at all your income sources and includes tax strategies to help create a sustainable income that adjust for inflation while working to minimize taxes on your income. Income Planning for retirement starts before retirement and continues throughout your retirement.
*Accel Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
*Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
Contrary to common belief, everyone needs estate planning. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you. Estate Planning is bringing the future into the present so that you can do something about it now!
During this sessions we will be discussing the difference between Roth and Pre-Tax contributions in a 401k plan or qualified IRA’s. We will highlight the qualification requirements for each of the options based on household income levels, if you are eligible for other qualified retirement plans and your age. Lastly we will further discuss the overall contribution limits and how that can impact your current retirement savings and tax planning in retirement years.
Not everyone has a spouse, or maybe you have lost your partner. What you need to know as a Women taking care of your assets and ensuring your retirement is what you want it to be.
As difficult as losing a loved one is, the emotional toll can be worse if planning has not been completed. We will provide guidance on planning to help prepare for this difficult time.
You get them by mail or e-mail. Maybe you just don’t have the time or the information seems complicated. The usual routine is to take a quick look at the cover page and file the statement away. But you may be missing out on valuable information. We will help you to pick out the key pieces of data and identify patterns that make statement reading easy.
Understanding Your Statements - If you missed the lunch and learn, please listen to the "After the Lunch and Learn" 3 minute podcast.
The importance of a solid financial plan is never more significant than it is when you’re young. Good financial habits begin in your 20s and 30s and are the key to everything else. Join us as we explore these keys to financial success at an early age.
Be proactive with charting your course both to and through your retirement to help ensure that you reach the destination of reaching your goals and dreams.
Should you be doing Roth Conversions? Find out what the current and long-term benefits are.
At some point your life is no longer just about you. It becomes about your legacy. As a person who has built up wealth or sold a business, you’re in the ninth inning and you’re up by four runs. You haven’t won the game yet. Having the right wealth manager will all but ensure your lifelong victory.
How does Social Security work for you? What issues or problems does the Social Security system face in the near future? What is the impact of claiming at different ages? How does Medicare work? What does Medicare cover and more importantly, not cover? If I need additional coverage, how do I find the right plan? What are my options? If you have any of these questions, we are here with answers.
*Not associated with or endorsed by the Social Security Administration or any other government agency.
The end of the year is fast approaching. What changes have occurred this tax year? Maybe you are looking for year-end investment strategies and ideas. We are not accountants, but we can provide investment guidance that may have an impact on your taxes. Tune in to find out.