Recommended
More Related Content
Viewers also liked
Viewers also liked (13)
Similar to It's Never Too Late to Take Charge of Your Financial Health
Similar to It's Never Too Late to Take Charge of Your Financial Health (20)
Recently uploaded
Recently uploaded (20)
It's Never Too Late to Take Charge of Your Financial Health
- 1. We help clients plan well to live well It’s Never Too Late to Take Charge of Your Financial Health
- 2. A Woman's Retreat: B l i Health, Wealth and W ll Balancing H lth W lth d Wellness Retirement Estate Planning g Planning g
- 3. A Woman’s Life-Stages fSg Daughter Young Female Mother Grand- G mother
- 4. Charles County Women C C y Percentage of Women Population by Age 80's 2% 70's 4% 60's 7% 50's 50' 13% 40's 19% 14% 30's 15% 20's Teens 15% 9 Under 13% Source: Census 2006 America Community Surrey, Charles County www.factfind.census.gov. 72,000 Females, Median Age 35.5
- 5. C Charles County Women C y Earn 80¢ f E E for Every $1 M l E i Male Earnings $30,958, Avg Annual Salary Men $25,880 Avg Annual Salary Women Earn $50,000+ 52 percent of Men 43 percent of Women p Source: Census 2006 America Community Survey, Charles County www.factfind.census.gov
- 6. Rg Rising Unemployment py Source: U.S. Department o l:bor, BLS, Feb. 2009 http://www.bls.gov/ro3/mdlaus.htm
- 7. Unprepared for Risks pp f Rk Emergency Unemployment Health H lth Life Disability Early Retirement Property and Liability
- 8. Financial Planning g The process of wisely managing your finances to achieve your goals. It s It’s never too late to take charge of your financial health.
- 9. My Financial Health Journal y J 1. 1 My Personal Information 2. My Goals 3. 3 My Cash Flow M C h Fl 4. My Balance Sheet 5. My Liabilities 6. My Action Plan 7. My Important Documents 8. Stay informed
- 10. K Know the Benefits of Stimulus f fS 1. 1 $400 tax credits for workers ($800 mfj) 2. Tax credit for green improvements up to $1,500 3. Tax credit for first time home buyers up to $8,000 4. Sales tax deduction on new vehicles 5. Tax credits for education up to $2,500 6. Computer expenses reimbursable from 529 plans 7. Plus more……
- 11. Protect Your Credit C 1. Pay your bills on-time 2. Keep ba a ces low eep balances o 3. Use credit wisley 4. 4 Identity theft protection 5. Check you credit at least once a year. www.annualcreditreport.com
- 12. Estate Planning Documents g Will and Trust Advance Directives Durable Power of Attorney for Health Care, Living Will Power of Attorney P f Att POD, TOD, Beneficiaries
- 13. To Check Ck Certified Financial Planner Board of Standards, Inc., www.cfp.net/search Security Exchange Commission Commission, www.advisorsearch.sec Maryland Securities Division (410) 576-7050
- 14. Q Questions & Answers A It’s Never To Late ’ T To Take Charge….. Thank you!
- 15. We help clients plan well to live well Christine Marie Parker, CFP®, President and Chief Compliance Officer 301-392-1010 • Toll-free: 866-681-PLAN • Fax: 301-392-1823 C ll 301 751 7553 • E il cparker@pfadvisers.com www.pfadvisers.com • Cell: 301-751-7553 Email: k @fdi fdi Mail: 9300 Endowment Place, La Plata, Maryland 20646