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Building a Solid Financial Foundation

January 30, 2025

In this session of Building Your Financial Future, we guide you through six essential steps to securing your financial future:

  1. Protect What You Have: We highlight the importance of various insurance types, with a focus on often-overlooked health and life insurance to safeguard your financial well-being.
  2. Control Your Cash Flow: We stress creating a budget, managing debt, and building an emergency fund to ensure financial security.
  3. Invest Wisely: We introduce investment options like mutual funds and ETFs, emphasize asset allocation, and discuss the power of compounding interest.
  4. Manage Your Taxes: We explain tax-deferred and tax-exempt options, such as IRAs, and the importance of tax planning for retirement.
  5. Save for Retirement: We encourage planning for retirement by considering income sources, future expenses, and healthcare costs.
  6. Leave a Legacy: We cover estate planning, including wills, trusts, and beneficiary designations to avoid probate and ensure your wishes are respected.

This session provides valuable insights into building a solid financial foundation and preparing for a secure future.

The information denoted is designed for financial educational and informational purposes only. Nothing contained herein constitutes investment, legal, tax or other advice. This should not be construed as a solicitation. Opinions expressed are subject to change without notice. Any data has come from sources believed to be reliable, but are not guaranteed to be complete or accurate.  NFP Financial Education does not provide any investment advice on or transact in securities or investments or other investment managers with its services. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement, Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement, Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and BenefitsPartners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. Investor Disclosures: https://www.kestrafinancial.com/disclosures  ACR#7834997 04/25 NFPR-2025-535.

Past Webinars Library

Take a look at our previous webinars below that offer valuable insights on how you can take control of your financial goals.

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