Household Wealth and Financial Security in Appalachia (PDF ...
Organizing Your Financial Household
-
Upload
erik-duncan-mba -
Category
Economy & Finance
-
view
789 -
download
0
Transcript of Organizing Your Financial Household
![Page 1: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/1.jpg)
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
ORGANIZING YOUR FINANCIAL HOUSEHOLD
![Page 2: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/2.jpg)
A household is a small business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 3: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/3.jpg)
Money comes in…money goes out.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 4: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/4.jpg)
There are customers…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 5: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/5.jpg)
Some are called ‘children’…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 6: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/6.jpg)
And there are managers…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 7: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/7.jpg)
Some are called ‘parents’…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 8: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/8.jpg)
Adults keep the business running…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 9: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/9.jpg)
Sometimes it goes well…sometimes not so well.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 10: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/10.jpg)
In a well run business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 11: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/11.jpg)
There is a CFO or Chief Financial Officer…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 12: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/12.jpg)
Who watches the money in the business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 13: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/13.jpg)
and who organizes pieces of the financial puzzle.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 14: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/14.jpg)
Most households have these puzzle pieces…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 15: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/15.jpg)
Savings
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IRAsMedicare
Mortgage
Inheritance
Pension
College
Budget
Stocks
Old 401(k)
![Page 16: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/16.jpg)
And these types of questions…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 17: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/17.jpg)
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Is my pension enough?
When to start
Social Security?
Moving a
401k?
How muchis
Medicare?
When can I retire?
Should I
refinance?Can we afford
college?
![Page 18: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/18.jpg)
We believe East Harbour Capital is very good with puzzles.
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 19: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/19.jpg)
Helping you arrange these pieces…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 20: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/20.jpg)
Savings
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IRAsMedicare
Mortgage
Inheritance
Pension
College
Budget
Stocks
Old 401(k)
![Page 21: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/21.jpg)
And these types of questions…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 22: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/22.jpg)
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Is my pension enough?
When to start
Social Security?
Moving a
401k?
How muchis
Medicare?
When can I retire?
Should I
refinance?Can we afford
college?
![Page 23: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/23.jpg)
Into this…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 24: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/24.jpg)
CONFIDENCE
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
![Page 25: Organizing Your Financial Household](https://reader035.fdocuments.net/reader035/viewer/2022062400/5888b4591a28ab80248b5e9d/html5/thumbnails/25.jpg)
Get Started…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.