• Planning with Dollars and Sense – Financial Planning: Yes, You Should Have a Plan!

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    Join my discussion today with special guest, Michael Merdinger, lead advisor with Financial Strategy Network, LLC located in Chicago. Our discussion centers on the holistic approach to Financial Planning.
    What are the pieces of your financial puzzle and how do the effect the other pieces in your financial puzzle? When will I be able to retire? Will I outlive my money? How much money do I need? We discuss the need for Life, Disability, and Long Term Care insurance and how the financial planning process will calculate your actual amount of need. We discuss the long term impacts of rising health care costs and why Long Term Care insurance is really asset protection insurance. I invite all the listeners wherever they are to visit my firm’s website and create your Personal Financial Index. You may enter your financial information anonymously and free of charge. You may also request help from a member of The WealthCare Center team to help you build your financial roadmap.

  • Planning with Dollars and Sense – Financial Planning: Yes, You Should Have a Plan!

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  • Planning with Dollars and Sense – Women and Financial Planning: Without a Financial Plan, Women’s Long-Term Outlook is at Risk

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Planning with Dollars and Sense

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Planning with Dollars & Sense will educate listeners on the importance of Financial Planning as a long term tool for financial security. With this program the basic elements will be broken down into individual topics. Jacqueline will cover college and retirement planning, divorce financial analysis, tax and estate planning, as well as eldercare. Divorce analysis is an in-depth look at the long term impact of financial decisions made at an emotionally challenging time. Jacqueline’s mission is to provide a pathway to financial peace of mind through integrity, honesty and a high code of ethics. Her vision is to advocate for financial literacy on a broad scale, because with understanding individuals will be empowered to pay it forward. Listen in each week for your action strategy so that you can achieve your goals, dreams and financial objectives.