The Quick and Dirty Personal Finance Checkup

by | Mar 9, 2018 | March 2018 Newsletter | 0 comments

On February 14th, my firm Schwartz & Schwartz, PC held the first live webinar in our Financial Boot Camp series titled “The Quick and Dirty Personal Finance Checkup” which was recorded and is now available on YouTube.

Alex Oliver from First National Corporation, a Registered Investment Advisor based in Rockland, MA, presented on a variety of topics. Please? skip around to the topics relevant to you:?https://youtu.be/ho-38UFnEBU

  • 00:00: Introduction
  • 03:39: Building the wealth pyramid
  • 6:00: Student loan planning
  • 09:59: Increasing your credit score
  • 12:23: Emergency fund
  • 14:06: Disability Insurance
  • 18:02: Term life insurance
  • 21:09: Estate planning
  • 24:27: Housing and debt benchmarks
  • 25:31: Retirement benchmarks, planning, and investments
  • ?35:21: Long term care
  • 37:23: College savings benchmarks
  • 39:05: Wrap up and contact information

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