Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..
Last Episode Date: 7 June 2024
Total Episodes: 60
25 Quick Minutes on Important Facts and Things to know about BONDS including: What kind of bonds can be cashed in? What happens if bonds are lost? What happens to uncashed bonds when you die? Presented by Kim Dyer, Financial Advisor
25 quick minutes on important facts and things to know about LinkedIn including: How to leverage the capabilities of LinkedIn Understand how to0 get better referrals and introductions from existing LinkedIn connections Ho to expand your presence and brand (personal or p...
25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including: When to file for your social security benefits. Why it is important to establish an online account with the Social Security Administration. Clarification on spousal benefit...
25 Quick Minutes on Important Facts and Things to know about Scams including: Anatomy of a Scam Scam Statistics AZ and US Scam Protection Tips and Tools P resented by Joyce Petrowski, R.O.S.E. Founder
25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including: What is a Postmortem Exam? What Determines if an Autopsy is necessary? Can I Request an Autopsy? Answers to other Frequently Asked Questions Presented by Sean Thompson, Funeral Direct...
25 Quick Minutes on Important Facts and Things to know about TRUSTS including: The difference between Revocable and Irrevocable Trusts Why even though a Trust is great, it may be too much for some people (think trust funding) Pour Over Will – what it is and what it ...
25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: Mandatory ROTH Catch-Up Rule Beneficiary Payout Rules Little Known Nuances of IRA Account Rules Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee
25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: What is a Donor-Advised Fund? The Benefits of a Donor-Advised Fund How a Donor-Advised Fund Works Presented by Eugene Choi, Dunham Investment Firm
25 Quick Minutes on Important Facts and Things to know about Life Insurance Policies including: What is a Life Settlement? How it Started vs How’s it Going? Reasons to Consider Selling Your Life Policy Does Your Policy Qualify? Presented by Dan Brown, Abacus Life ...
25 Quick Minutes on Important Facts and Things to know about Estate Planning including: The Importance of having an Estate Plan Where to Start to Create Your Estate Plan Available Estate Planning Resources Presented by Jodi Vosika, Legal Assistant
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