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Videos

 


Videos


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Dispelling Myths about College Admissions and Financial Aid

As Jon said after my engineering career I was excited to find another way to help people and specifically families through this somewhat confusing process and if you look at any of my literature, I really like to try to make it as low stress as possible because it can be stressful for families and students and I also say that we can keep the uncertainty to a minimum as well. Because if we're educated on how it all works, when everything is going to happen and you know you're not going to miss anything and you're going to do a good job, and we're also honest with ourselves about the expected results, then there's also not a lot of uncertainty.

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Social Security and Retirement Planning: A Hit or Myth Proposition

Why is it important to have that information these days? Simple. Two words, baby boomers. 75 million of us storming towards retirement, starting to wake up to the fact that the social security program has a guaranteed stream of lifetime income. They will be a bigger part of our retirement income than we had originally anticipated. We're also recognizing that the retirement world staring us in the face is different than the retirement world that faced our parents and our grandparents. And so we're struggling to catch up, trying to get some good information to help better understand what the program is and recognize what it isn't. So on our time together this evening, I want to give you some good, solid information. Again, help you understand what it is, recognize what it isn't, dispel Some of those myths and misunderstandings that are out there, and set you down the road to the comfortable retirement we all hope to enjoy.

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Fighting Financial Fraud

In this webinar one of Milestone's financial advisors, Jean Fullerton, discusses financial fraud and tips on preventing it. She introduces unique ways to ward off unscrupulous fraudsters to protect older individual's financial assets.

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