Thriving Financially

Muge and Christine welcome Lisa and Jim Burns from Creative Financial Group who demystify three financial myths to help us likely think a little differently and be more informed about financial investments and planning.

1. Estate Planning is not just for the uber-wealthy

   1. If you have assets, no matter how big or small, you have an estate.

   2. Protecting your assets is especially important in estate planning.

   3. Beginning with a Will is the first step of Estate Planning.

1. Your retirement plan does not have to look like your Grandpa’s

   1. Retirement looks very different today

   2. People are living longer and therefore working longer

   3. Retirement can also mean part-time work, consulting, or volunteering. ...