Understanding your company benefits

Los Angeles CA

Description

Hello, Are you wanting to be sure that you are taking full advantage of your company benefits offered and or your investments? Are your distributions in the best matching funds that will generate you a good return on your investments? I am a retired military veteran and I am more than happy to do a consultation with you. Some examples of questions you may have. 1. My company offers a 5-6% match. What does this mean? 2. Is my money growing in a bond fund or should I select mutual funds? 3. Should I buy a traditional IRA or Roth IRA? 4. For Life Insurance, how much is needed and should I lean more toward a whole life or term policy? 5. I'm interested in buying a home, is now a good time? 6. I need a new car. Should I buy or lease? 7. I want to start a college fund for my kids. What's the best approach? 8. I want to vacation. Is now a good time and should I do an all inclusive vacagion or not? 9. I like eating out, but it gets expensive. Should I cut back or just keep enjoying it? 10. How much should I have in emergency funds? 11. What's better. A 15 year or 30 year mortgage? 12. Should I refinance? 13. Is it possible to become debt free? These are some examples of concerns of people I have consulted with and there are many many more. I have found that often, just talking about these concerns with a non family member or friend can shed light and provide different perspectives of how you manage and budget your finances. Is there a cost? Yes, I charge a one time fee of $25.00 for the consultation. If interested, reply and we can set up a time to discuss. Thank you. Have a blessed day!