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7 Results

  • Downsizing in the Current Housing Market

    Have you been thinking that now might be the time to downsize but aren’t sure where to start, how to do it, or what your options are? Bonus-all attendees receive the Downsizing Made Easy guide PDF-A $24.95 value. Access to preferred service providers and discount coupons are provided, as well as a no-cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable.
  • First-time Home Buyers!

    We will review the process of buying a home from A-Z and discuss unique funding that is only available to you, a first-time buyer. With one program, it is possible to buy a home for as little as $1000 of your own funds. You are generally a first-time buyer if you have not owned a home in the past 3 years.
  • Health Care Directive & Power of Attorney (POA)

    Procrastinate no more! No matter what your age, give your family an important gift by creating two legal documents - a Health Care Directive and a Power of Attorney. These documents are vitally important in the event you become incapacitated and cannot make decisions for yourself. In this class, you will prepare both of these documents so you won't end up without these important legal plans in place. Leave class with two notarized documents and give yourself and your loved ones peace of mind. Couples should register individually.
  • How to Win with Investment Properties

    Have you ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord, from buying, selling, and renting.
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    Retirement Income Planning

    Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? We will look at 4 withdrawal strategies and the pros and cons of each. We will also review how retirement income is taxed and show 5 tax planning strategies in retirement. Join us for an informative night that can help you prepare for a comfortable retirement. Singles and couples welcome!
  • airpix (flickr) (CC BY 2.0)

    Savvy Social Security and Medicare Basics for Couples

    To better understand the Social Security system, this class will cover: 5 factors to consider when deciding when to apply for benefits When it makes sense to delay benefits -- and when it does not Why you should always check your earnings record for accuracy How to estimate your benefits How to coordinate benefits with your spouse How to minimize taxes on Social Security benefits How to coordinate Social Security with your other sources of retirement income How Social Security is affected for individuals who receive a pension from a non-covered job. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime!
  • Tax Planning in Retirement

    In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. At this workshop you will learn: •The critical tax question you must answer BEFORE retirement •The surprises that often make retirement more expensive •What the Social Security “tax trap” is and how you can avoid it •Why tapping assets in the wrong order can trigger higher Medicare premiums •Why you need to manage taxes even before you retire •The four stages of retirement and important tax actions in each stage, including tricky IRA challenges •Mistakes to avoid when it comes to your investment portfolio, health care, and estate