Community Corner
Women, Wine, and Financial Well-being
Everything you wanted to know but are afraid to ask! Ladies have longer life expectancy but typically lower lifetime earnings. We know we need to plan for our future but how? What is a good "return" on investments. What is good debt vs. bad debt. How to establish clear goals and how to communicate them with your financial advisor. Should you have a financial advisor? Should I take social security @ 62 or should I wait? When I take it do I take my benefit or my spousal, or my ex-spouses benefit?
Do something for yourself during the Holiday Season. Let's talk in plain English. Bring your own questions ladies.
Please call me 253-874-9976 to reserve your place. Seating is limited.
Elizabeth Munro, CFP(R) www.morganstanleyfa.com/elizabethmunro