What you need to know to be Financially Fit in 2022

Come join Joe of Aging Issues Management in a riveting discussion on how to become financially fit in 2022!

The following topics will be discussed:

Financial planning – what goes into a plan and questions to ask yourself

Market volatility – what’s my Risk Tolerance and how should I be invested

Hedged investments with Downside protection – what is a structured Product

Taxes – Can I reduce them

Estate planning – documents you need now and in the future. POA, Will, Health Proxy, Trusts

“2022 has brought challenges and increased anxiety about your financial future and whether you are financially fit. Let us help your de-stress and learn that you are either doing the right things and hopefully not the wrong things.

Let us help you be prepared for your next 20 years

Recent Blogs

Where will my Retirement Income come from?

November 18, 2022

https://vimeo.com/772599879 I’d like to talk to you about something interesting tonight. See, everyone wonders where their money will come from when they go into retirement.

Why Aging Issues Management?

November 18, 2022

Hi. I’m Joe. I’m here to talk about how to handle aging issues. The big question you may have is – why would you want

The 4 Seasons of Retirement

November 15, 2022

https://vimeo.com/771210857 Hello, my name is Joe, and I’m videoing from my backyard. Just like there are four seasons, there are four stages of retirement that you need to know about. During each of the four stages, you need to do different things. Let’s talk about spring. I’m going to use spring as

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White Plains, NY 10603

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914.468.0187 office | 914.468.0186 direct

info@agingissuesmgnt.com |
joe@agingissuesmgnt.com