Getting Fiscally Fit

​

• Basic principles of cash management

• Roadblocks to financial success

• Accumulating wealth

• The importance of having a financial blueprint

• Locating & maximizing discretionary income

​

Exploring Your Options for a Quality Retirement

​

• Looking at your options at distribution time from a company retirement plan

• Understand the impact of erosion through inflation & taxation

• Proper steps in reviewing 401K performance

• Why plan design is critical

​

Getting Your Financial House in Order

​

• What is "debt roll down" and how it works for the average consumer buried in debt

• Different financial tactics to pay down or pay off your home mortgage early

• How to use your tax refund to possibly eliminate debt

• The pros and cons of the bi-weekly mortgage

​