Personal Financial CaresmServices For Your Success<br />
Services For Your Success<br />Caring personal services from experienced professionals ready to answer your questions.<br ...
  Have an emergency cash fund?
  Carry credit card debt?
  Know how long it will take to pay off credit card debt?
  Review your financial goals and progress annually?</li></ul>Personal Financial Caresm<br />
Services For Your Success<br /><ul><li>  College</li></ul>Do you:<br /><ul><li>  Have concerns about the cost of higher ed...
  Know that projected cost of higher education?
  Know about Educational Savings accounts?
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Personal Financial Care

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Personal Financial Services For Your Success.

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Transcript of "Personal Financial Care"

  1. 1. Personal Financial CaresmServices For Your Success<br />
  2. 2. Services For Your Success<br />Caring personal services from experienced professionals ready to answer your questions.<br /><ul><li> Money</li></ul>Do you:<br /><ul><li> Know where your money is spent each month?
  3. 3. Have an emergency cash fund?
  4. 4. Carry credit card debt?
  5. 5. Know how long it will take to pay off credit card debt?
  6. 6. Review your financial goals and progress annually?</li></ul>Personal Financial Caresm<br />
  7. 7. Services For Your Success<br /><ul><li> College</li></ul>Do you:<br /><ul><li> Have concerns about the cost of higher education?
  8. 8. Know that projected cost of higher education?
  9. 9. Know about Educational Savings accounts?
  10. 10. Know about 529 plans?
  11. 11. Know about student loans?
  12. 12. Review the allocations in your higher education investments annually?</li></ul>Personal Financial Caresm<br />
  13. 13. Services For Your Success<br /><ul><li> Cash Flow Preservation</li></ul>Do you:<br /><ul><li> Have adequate Life Insurance?
  14. 14. Have adequate Disability Insurance?</li></ul>Do you know about:<br /><ul><li> Reverse Mortgages?
  15. 15. Mortgage refinance opportunities or options?</li></ul>Personal Financial Caresm<br />
  16. 16. Services For Your Success<br /><ul><li> Retirement</li></ul>Do you:<br /><ul><li> Know how much you need to save in retirement?
  17. 17. Know how much you can spend in retirement?
  18. 18. Know when you will retire?
  19. 19. Participate in your employer retirement plan?</li></ul>Personal Financial Caresm<br />
  20. 20. Services For Your Success<br /><ul><li> Retirement</li></ul>Do you:<br /><ul><li> Fund deductible IRAs?
  21. 21. Fund non-deductible IRAs?
  22. 22. Fund Roth IRAs?
  23. 23. Know you can convert your traditional IRAs to a Roth IRA?
  24. 24. Review your allocations in your retirement plans, annually?</li></ul>Personal Financial Caresm<br />
  25. 25. Services For Your Success<br /><ul><li> Estate</li></ul>Do you:<br /><ul><li> Have a will or trust?
  26. 26. Have updated beneficiary designations?
  27. 27. Have a plan for asset management in the event of incapacity?
  28. 28. Need to plan for estate taxes?</li></ul>Personal Financial Caresm<br />
  29. 29. Services For Your Success<br /><ul><li> Estate</li></ul>Do you:<br /><ul><li> Need to begin an annual gifting program?
  30. 30. Have a plan for the disposition of your assets?
  31. 31. Have a plan for long term care assistance?
  32. 32. Have a plan for loved ones with special needs?
  33. 33. Review your estate plan annually?</li></ul>Personal Financial Caresm<br />
  34. 34. About TBC<br />Total Business Care, LLC is a Northern California professional advisor of timely business management consulting, financial services, accounting and tax services to small and medium sized businesses (SMB), nonprofits and professionals in the San Francisco Bay Area.<br />If you have any questions, please contact us at:<br />

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