Money 101
     Our agency has teamed up with  Five Rings Financial which was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works. At the cornerstone of our efforts lies a belief that in order to make your money work for you, you must understand the fundamentals of personal finance.

   Alternatives to today’s volatile market create solutions that help you protect your hard-earned savings. If you’re looking to capture upside potential without risk, leverage your retirement and secure a family legacy, look no further than Five Rings Financial. We use “safe money” strategies to help you systematically prepare for retirement – and any unexpected financial challenges you may face later in life.

    We remind all of our clients about the three hurdles obstructing the path between your financial starting point and your personal finish line: inflation, debt and taxes. These are the silent enemies to a secure financial future.

​   The good news is that overcoming these obstacles is possible – with the right assistance and planning.
Please Follow the steps below to learn more about our Educational Seminar.

Step 1 - Compound Interest

  • “8th Wonder of the World” – Albert Einstein
  • The ability of an asset to generate earnings, which are then reinvested in order to generate their own earnings.
  • Rule of 72 : Divide interest rate into 72 = No. of years for savings to double.
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Step 2 - Tax Favored Strategies

  • Put money into accounts that are protected from taxes
  • You earn more money if you pay less in taxes
  • Non-Taxable versus Taxable Accounts
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Step 3 - Time Value of Money

  • Do you blow $5 per day?
  • $5 X 30 days = $150
  • Save for 40 years at 10% return = Over $1,000,000 !!!
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Step 4 - Take Action

 You can start the journey by putting some thought into the questions below.
  • Have your current financial practices been run through “The Funnel” to find hidden savings?
  • Would you like to know more about creating a “Tax-Free Retirement” and income for life?
  • How can a $5-a-day savings program impact your retirement?
  • Does your life insurance include “living benefits” and provide long-term care and disability protection all in one easy policy?
  • Would you like to learn more about a tax-deferred IRA alternative that doesn’t include contribution limits?
  • Can you afford to retire tomorrow? If not, when? How much will you need?
Check out video to learn more