1790 Yardley-Langhorne Rd
Livingston Office -- Acorn Financial
290 West Mount Pleasant Ave
As you prepare for our initial meeting, consider the topicsdiscussed in these brief summaries and how they relate to yourlong- and short-term financial goals.
During retirement, you'll want to eat in the same places, go to the same locales, and take part in the same activities as you did while you were working. You'll need a plan to turn your dreams into reality and we can help you make certain that on that "first morning of the rest of your life," you'll awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.
After decades of working hard, saving, and investing, it'scommon to want to share what you've accumulated with those aroundyou. If you are one of millions of Americans who are concernedabout leaving something to family members or a favorite charity,now is the time to begin planning your legacy. Employing theappropriate giving strategies now may help increase the valueof your gifts both to yourself and your intended heirs.
If you have children and you want them to attend college, thefirst day of classes will be here sooner than you expected.When that day comes, you'll likely face one of two scenarios.It could be that you'll wave good-bye as your child's car pullsout of the driveway packed with school supplies and dorm furniture,knowing that you've planned well for the expenses — expectedor otherwise — that the next four years are certain to bring.Or you could wave good-bye with a lump in your throat, wonderingif the next four years will be filled with loan applications,financial aid requests, and the specter of having to scrimpand save to make each tuition payment.Fortunately, we can help provide you with the products to help you avoid the second scenario. We understand how important it is to you to educate your children and weare committed to helping you meet that goal.
Part of the American Dream is to own a house. But having ahome that you work to make a special place, where you raisea family and spend your happiest moments, is much more thanjust having a roof over your head. It's a major financial commitmentto own and maintain a home, so it's important to think of itas one of your most important investments — one that needs tobe protected. Planning to safeguard your investment in yourhome is critical to help ensure it will be there to protectyour family for years to come.One way to help ensure your family can pay off the mortgageif something should ever happen to you is to consider insuranceproducts for mortgage protection. The death benefit from theappropriate Permanent Life or Term Life insurance policy canhelp your family retire the mortgage and help preserve theircurrent lifestyle and their dreams for the future. Protectingyour family's future today will help you put your fears to rest,so you can focus on living like you want to.