This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will […]
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments? […]
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help […]
This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will […]
Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn […]
On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known as an “omnibus spending bill”. The bill authorizes $1.7 trillion in government spending on everything from disaster relief to supporting Ukraine to workplace protections for pregnant mothers.1 On December 29, President Biden signed the bill into law.1 As you can […]
What is Top Golf? A sports entertainment complex with a high-tech golf game everyone can enjoy! Lunch will be provided! RSVP to jenna@craigjamesfinancial.com or call 631-393-2888
Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn […]
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments? […]
Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn […]
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help […]
You work hard, you save your money, but when you start to take your money out, taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates […]