YOUR FINANCIAL FUTURE / Is a Roth IRA in Your Daughter’s Future?
YOUR FINANCIAL FUTURE / Is a Roth IRA in Your Daughter’s Future? By Roxanne E. Fleszar, CFP, ChFC As a member of Zonta Key West, …
Posts in category Your Financial Future
Your Financial Future
YOUR FINANCIAL FUTURE / What Small Business Owners need to Know about Defined Benefit Plans Part 2
YOUR FINANCIAL FUTURE / What Small Business Owners need to Know about Defined Benefit Plans Part 2 By Roxanne E. Fleszar, CFP, ChFC April 15th …
YOUR FINANCIAL FUTURE / What Small Business Owners Need to Know about Defined Benefit Plans
YOUR FINANCIAL FUTURE / What Small Business Owners Need to Know about Defined Benefit Plans By Roxanne E. Fleszar, CFP, ChFC The 2015 tax deadline …
YOUR FINANCIAL FUTURE / Adult Children at Home: At What Cost?
YOUR FINANCIAL FUTURE / Adult Children at Home: At What Cost? By Roxanne E. Fleszar, CFP, ChFC There are many reasons the number of adult …
YOUR FINANCIAL FUTURE / Look at What Life Planning Can Do For You!
YOUR FINANCIAL FUTURE / Look at What Life Planning Can Do For You! By Roxanne E. Fleszar Last year I attended a workshop developed by …
Your Financial Future / Workshop
Your Financial Future / Workshop By Roxanne E. Fleszar “On Saturday, April 23rd the Women, Money and Power workshop returns,” announced Konk Life financial columnist …
Your Financial Future / Call To Action- SS Claiming Options Change On May 1st
Your Financial Future / Call To Action- SS Claiming Options Change On May 1st By Roxanne E. Fleszar Clients from Massachusetts came into my Key …
Your Financial Future / A Few of My Favorite Books of the Past Year
Your Financial Future / A Few of My Favorite Books of the Past Year By Roxanne E. Fleszar One of the things I love about …
Your Financial Future / Are You Preparing For Your Retirement?
Your Financial Future / Are You Preparing For Your Retirement? Most of you are getting ready to file your 2015 taxes. Have you taken advantage …
YOUR FINANCIAL FUTURE / It’s financial resolution time!
YOUR FINANCIAL FUTURE / It’s financial resolution time! Roxanne E. Fleszar, CFP, ChFC Yes, a new year is upon us once again…a time for cheer …
YOUR FINANCIAL FUTURE / It’s time to put clients first
YOUR FINANCIAL FUTURE / It’s time to put clients first By Roxanne Flesar So what is the DOL? It is the Department of Labor and …
Your Financial Future / A Few of My Favorite Books of the Past Year
Your Financial Future / A Few of My Favorite Books of the Past Year By Roxanne Fleszar One of the things I love about being …
YOUR FINANCIAL FUTURE / It’s financial resolution time! Part 1
YOUR FINANCIAL FUTURE / It’s financial resolution time! / Part 1 By Roxanne Fleszar Yes, a new year is upon us once again…a time for …
YOUR FINANCIAL FUTURE / Valuable Age-Based Money Lessons for Your Kids
YOUR FINANCIAL FUTURE / Valuable Age-Based Money Lessons for Your Kids In my last article I wrote about being an effective role model for your …
YOUR FINANCIAL FUTURE / SO WHY DO YOU OWN A VARIABLE ANNUITY?
YOUR FINANCIAL FUTURE / SO WHY DO YOU OWN A VARIABLE ANNUITY? “So, I see that as part of your portfolio, that you own a …
YOUR FINANCIAL FUTURE / Should I Defer My Social Security Benefits?
YOUR FINANCIAL FUTURE / Should I Defer My Social Security Benefits? With 10,000 persons retiring a day in the USA, there is a lot of …
Your Financial Future / Is it Time to Review Your Retirement Plan Investments?
Your Financial Future / Is it Time to Review Your Retirement Plan Investments? Studies have shown that many people would rather go to the dentist …
YOUR FINANCIAL FUTURE / College Savings Tips
YOUR FINANCIAL FUTURE / College Savings Tips College savings is a topic that frequently comes up in my client meetings. Young parents and grandparents often …
Your Financial Future / Auto Saving Makes Retirement Planning Easy
Your Financial Future / Auto Saving Makes Retirement Planning Easy Many people think that they need to save a lot of money to afford to …
YOUR FINANCIAL FUTURE / An IRA is a Terrific Way to Invest in Your Child’s Future
YOUR FINANCIAL FUTURE An IRA is a Terrific Way to Invest in Your Child’s Future In my last two articles I wrote about being a …