Muge and Christine welcome Lisa and Jim Burns from Creative Financial Group who demystify three financial myths to help us likely think a little differently and be more informed about financial investments and planning.
Estate Planning is not just for the uber-wealthy
If you have assets, no matter how big or small, you have an estate.
Protecting your assets is especially important in estate planning.
Beginning with a Will is the first step of Estate Planning.
Your retirement plan does not have to look like your Grandpa’s
Retirement looks very different today
People are living longer and therefore working longer
Retirement can also mean part-time work, consulting, or volunteering.
You can be prepared and plan for Life Events
Buying a home, saving for college, preparing for your “Next Chapter”
Managing divorce; Navigating health issues
Working with a Financial Professional puts a trusted advocate in your corner.
We also have great fun getting to know our guests on a personal level with a Philadelphia twist on the "Great 8" Q&A. You will walk away with great information, a few laughs, and an appreciation for this talented and knowledgeable husband and wife team. To learn more, please visit Creative Financial Group (1creative.com). To get in touch with Lisa and JIm, please see the following links:
Connect with us on LinkedIn:
linkedin.com/in/james-burns-jr
Follow us on Facebook:
www.facebook.com/lisa.whiteburns
www.facebook.com/people/James-F-Burns-Jr-Financial-Advisor-Creative-Financial-Group
Find us on the web:
