Welcome to Student Loan Office Hours with Saki Kurose, a Certified Student Loan Professional, presented by Insight Financial Strategists. We are a boutique financial advisory firm located near Boston and one of our specialties is creating unique strategies for repaying student loans! I cannot give you individualized financial advice unless you sign up to get […]

FREE

Planning for Financial Success After Divorce

Many people start their post-divorce life not fully understanding the financial impact of their settlement. It’s hard enough adapting to a new life reality, but even harder to adjust to a new standard of living, new asset level, and new financial goals. This course will help you focus on the key issues that will allow […]

$25

Retirement Plain and Simple

Retirement is an exciting new phase of life, but it can be a little daunting to prepare for it. This workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps […]

$25

Retirement Plain and Simple

will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

$25

The Bucket Investment Strategy

If you are like most people, your investments are in a single asset allocation. Maybe you’ve gone with the typical 60% stocks and 40% bonds split or bought a lot of shares of the big tech companies. Perhaps you are conservative and are mostly in bonds. Quite possibly you aren’t even sure. This workshop will […]

$35

Don’t Let Long Term Care Derail Your Retirement

will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

$25

Retirement Plain and Simple

will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

$25