By Faith Investment Services
Bluffton, 419-358-4207
www.myfaithinvestments.com
What does “Getting Your House in Order” mean? For some, it paints a picture of getting your affairs in order prior to death. For others, it means spring cleaning or de-cluttering. Other people use this expression to talk about their financial affairs, for good or bad.
Faith Investment Services is partnering with Fortman Insurance, Scott Basinger, attorney at law, and Neil Reichenbach CPA to provide a non-threatening environment to answer some basic questions about retirement, insurance coverage, taxes and much more. Many of the questions cross the lines of specialty – affecting both insurance and tax planning or impacting investments and estate planning – and we believe it will be especially helpful to have multiple experts in one room.
The first "Getting Your House in Order" workshop will be Wednesday, October 16 at 7 p.m., at 101 N. Main Street in Bluffton, in the front portion of the Faith Investment Services building.
Some questions this workshop will cover:
- Is my insurance coverage adequate?
- When can I retire? Will I have enough money to live on when I am no longer working?
- What will happen tax-wise when I inherit Dad’s land or IRA?
- Are there legal ways to give money to my children prior to entering a nursing home?
- How do I sign up for Medicare or begin to navigate the world of Medicare supplements?
- Should I be “in the market” if I’m on a limited income?
- How should I leave money to my children or church or favorite charities?
- What questions should I be asking that I don’t even know to ask?!
This workshop will be held multiple times for convenient scheduling. Each workshop is one evening, at 101 N. Main Street in Bluffton, in the front portion of the Faith Investment Services building. The first workshop on October 16 will be repeated in November and another in January. Watch Facebook and the Icon for more details.
To RSVP for the free, no-obligation workshop, call 419-358-4207 or email [email protected]
