Financial Fitness for Life is closely monitoring the coronavirus outbreak on behalf of our clients. Below you will find our latest resources, policies, and procedures. We hope you are staying safe and healthy in these times.
In regards to COVID, as a financial coach, I am often asked “Paula, what’s the news on the street? What are the concerns that you hear, and as a financial professional, how can I help?” As with past pandemics, we have high confidence that science will prevail. Until...
Women remain at a disadvantage when it comes to retirement savings due to the unique circumstances they face throughout their lifetime. These circumstances could include women outlasting their male partner1, being a primary caregiver2, and having a higher health...
At Financial Fitness for Life, we work across the board with a broad spectrum of clients from many different industries. One of the main points of concern that all employees relay to us is that they do not feel adequately prepared for retirement. The ongoing situation...
The year 2020 has been an interesting one. What started off business as usual took a turn for the unexpected beginning in March. COVID-19 began with a few cases here, there, then it grew exponentially into a full-scale pandemic. How many people could have predicted...
By Glenn Spencer, CEO, Prime Capital Investment AdvisorsFinancial wellness has been one of the most frequently discussed topics in the retirement plan consulting and the advisory world, referenced daily within the industry as well as in local and national...
You will find a list below of the upcoming scheduled webinars. To register, please use the links given below:
Emergency Savings & Budgeting for a New Year
We will discuss setting up an emergency savings account by utilizing bonuses or additional income you may receive during the holiday season. In addition, we will explain why budgeting is important as we flip our calendars to a new year.
November 3, 2020 at 11:00AM CST
Introduction to Estate Planning
What happens to your assets when you pass away? We will dive into documents you need to prepare your estate. Make sure you have your assets going to the right place.
December 8, 2020 at 12:00PM CST