Chris Eddy Financial Advisor - Strategic Financial Concepts

When you protect your retirement, you protect your freedom to pursue your favorite hobbies and discover new passions. Learn how long-term care protection from OneAmerica can help you safeguard your finances.
http://www.experiencecaresolutions.com/

When you retire, you should be able to rest easy, knowing that your income will last you the rest of your life. Secure your financial future with long-term care protection from OneAmerica.
http://www.experiencecaresolutions.com/

Retirement can be a wonderful opportunity to spend more time with your friends, family and loved ones. Protect that precious time by safeguarding your retirement with long-term care protection from OneAmerica.
http://www.experiencecaresolutions.com/

Where does fit into your current financial picture? Together, we can take a snapshot of your finances and build a strategy to help you meet your financial goals. Let me help!

https://www.oneamerica.com/articles/Article-MS-Refining-Retirement-Strategy?siteArea=/oacontent/oneamerica/financial-education/individuals/manage-your-strategy

410 © 2024 All rights reserved. OneAmerica FinancialSM, the OneAmerica Financial logo and flag pictorial mark are service marks of OneAmerica Financial Partners, Inc.

Naming a beneficiary seems like a “set it and forget it” task, but have you checked yours lately?

https://www.oneamerica.com/articles/Article-FEI-Update-Beneficiaries?siteArea=/oacontent/oneamerica/financial-education/individuals/resources

410 © 2024 All rights reserved. OneAmerica FinancialSM, the OneAmerica Financial logo and flag pictorial mark are service marks of OneAmerica Financial Partners, Inc.

How do you keep your important paperwork organized? Whether they're old bills, tax documents or signed legal papers, storing them securely and accessibly can save time and frustration.

https://www.oneamerica.com/articles/Article-FEI-Retaining-Financial-Documents?siteArea=/oacontent/oneamerica/financial-education/individuals/resources

410 © 2024 All rights reserved. OneAmerica FinancialSM, the OneAmerica Financial logo and flag pictorial mark are service marks of OneAmerica Financial Partners, Inc.

Controlling your family’s debt can make a big difference when it comes to preparing for .

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy/article-ds-managingdebtretirement

With more financial responsibility than ever before, women need to protect what matters most.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy/article-ds-life-insurance-for-women

As both the average lifespan and inflation continue to increase, Americans need more income. Enrolling in your employer sponsored retirement plan can be a good way to get started.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy

Life isn’t Monopoly, and we don’t all begin our financial journey with money in the bank and no debt. But you can Use your net worth to evaluate your and build a strategy to reach your goals.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy/article-networth

Whether you’re getting started or paying more attention to your money, you don’t have to approach your finances alone. I can help you assess what you have, prioritize your goals and access tools and resources.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy

“When should I start my fund?” The answer is easy - Now. It’s never too early to think about your and start investing in your future.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy/article-ds-retirement-never-too-early-to-start

There's no one-size-fits-all . Everyone has different goals and circumstances. Learn three main concepts to get started.

https://www.oneamerica.com/financial-education/individuals-develop-a-strategy/article-fei-choosing-investment-options

Are you encouraging your employees to enroll in and get the most out of their retirement plan? Implementing an employee education program can help and it doesn't have to be difficult. Let us help!

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If you own a family business, have you thought about succession planning? How will your retirement needs be met while assuring the business will survive for its successors?

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Check out these five steps that could help you , so you can focus on for your financial future.

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I just had to share this!! One great Goddard business helping another to get the word out!!

Had a blast chatting with Dawn, Matt and Patrick over at Auburn Spirits this afternoon!

With 5 store expansions in 6 years it is awesome to see another Goddard Chamber of Commerce member kicking butt.

They were walking me through and showing off the largest wine selection on the West Side and I was floored with the wealth of knowledge and selection.

They do monthly Wine and Spirits "Educations" as well as Private Party Tastings and get togethers.

If you are looking for a one of a kind wine experience check them out!

Tell them Jordan sent you!

Congratulations! You’ve entered your and are ready to start a new chapter in your personal life. It’s a new chapter financially, too. Here are some tips to make the most of your assets after you’ve left the workforce.

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OneAmerica is touted as one of the ‘top two providers of hybrid life insurance policies’ in this recent Forbes article. When professionals and others in financial services talk about long-term care protection, OneAmerica companies are a key player and consistently in the conversation.

How Hybrid Life Insurance Pays For Long-Term Care There’s a good chance you’ll need long-term care as you age. But if you’re like many Americans, you likely don’t have a plan to pay for this sort of care. The cost of long-term care (LTC) insurance can be a deterrent to getting coverage. “Traditional plans have a bad rap because there have...

as much as possible and living off less so you can focus on current needs, not past debts, can make for your future a smaller mountain to climb.

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Although the exact formula for calculating a isn’t known, we do know there are various factors with various degrees of importance. helps explain how credit scores are calculated.

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Credit Scores (Podcast) Pete the Planner explains things you should know about credit scores. Learn more about personal finance at http://www.oneamerica.com/today.

Unlike Monopoly, we don't all start with a bank of cash and no debt. Calculating your takes effort. Let me help you create a , evaluate your and determine your next move to reach your .

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Ensuring your beneficiaries are updated can minimize the strain on loved ones who manage your estate and ensure your wishes are followed. Otherwise, there could be delays in estate distribution and an increase legal fees.

Your Beneficiaries It’s important to keep your beneficiary information updated; it can cut down on costly escrow or estate proceedings.

You should look for opportunities to preserve your estate as much as possible for loved ones or the charities you support. Two strategies for preserving for intended recipients are the marital deduction and the unified credit.

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If you want to as part of your financial plan, there are two options to consider: lifetime transfers to individuals and charitable gifts to organizations. Each has its own advantages.

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Donating money to a good cause is a thoughtful way to . It also can be fiscally smart. Here are some points to consider when preparing your .

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Whether leaving a legacy to your loved ones or giving to a charitable organization after you're gone, beneficiaries may owe estate taxes.

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Did you know didn't exist in the U.S. until 1759 and were only for men? 80 years later women began to be offered the same protection. And now more, more than ever, women need to insure their future income.

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Lack of estate planning, coordination and inheritance questions can cause frustration, regardless of the family economic status. Make decisions now that can help support your loved ones emotionally and financially.

Leave a Legacy Whatever your income level, you can leave a financial legacy to help take care of the people and causes you love.