MAKING DOLLARS & SENSE: Put Your Best Financial Foot Forward
ALLISON G. HASLAM – Regional Vice President
Primerica Financial Services
firstname.lastname@example.org I (315) 200-1510
6319 Fly Road, Suite 105 I East Syracuse, NY
It’s all about taking control in the new year! Taking control of your financial future is a step-by-step process of education, understanding, strategy and implementation. Work with a financial professional to complete a Financial Needs Analysis, which will help you to develop methods and systems:
• Learn to manage your own financial future.
• Pay yourself first – this should be set up to happen automatically so
you don’t have to think about it.
• Have a written plan to control and eliminate debt.
• Protect yourself and your dependents with term life insurance.
• Build ownership, freedom and fabulous career.
MICHAEL J. TISDELL – Financial Consultant
Benefit Consulting Group
email@example.com I (315) 413-4491
5232 Witz Drive I North Syracuse, NY
Here’s a New Year’s resolution that can help small business owners save money for their retirement: A 401(k) plan. Most New Year’s resolutions prove difficult to follow through on; establishing a 401(k) plan is not. Small business owners can easily set up a 401(k) plan, and jump-start their savings. In 2013, a small business owner can save up to $51,000 a year in a 401(k) tax-deferred ($17,500 in employee contributions and the rest via employer matching and/or profit sharing).
Employees will like and appreciate it too. According to an Employee Benefit Research Institute analysis of the 2010 Survey of Consumer Finances, individuals who have access to a retirement plan at work participate at a rate of 71.5 percent, while just 4.6 percent of individuals who do not have access to a plan save through IRAs. ‘Tis the season to start fresh and begin saving more for a relaxing retirement!
LAUREN CROSSETT – Registered Representative
MML Investors Services, LLC Member SIPC
firstname.lastname@example.org I (315) 449-3000
432 North Franklin St., Suite 50 I Syracuse NY
As women, our instinct is to put the needs of others before our own. When it comes to planning for our financial well being, we never seem to find the time or guidance we need. The first step toward any orderly financial life is the decision to have one.
Begin With The Things That Matter Most: Protecting your family. Making sure your family’s financial stability is rudimentarily protected every step of the way.
Saving For College: Explore strategies that can make financing college education a reality for someone you love.
Planning For Retirement: Look forward to your future with confidence by creating a retirement strategy you can live with.
Leaving A Legacy: Take steps today to provide your family and loved ones with more than just memories.