Page

Business

Choosing a Business Continuation Plan
Implementing a Cafeteria Plan
Loss of a Key Employee

College

Create a College Funding Strategy
Financial Aid for College Students
Finding Scholarship Opportunities
Investment Alternatives For Funding College
Section 529: College Savings Plans
The Increasing Cost of Education
What is the Coverdell Education Savings Account (ESA)?

Consumer Finance

Life After Debt
Mortgage Basics
Structuring the Terms of Your Loan
Understanding the Mortgage Underwriting Process
Using Credit Cards Wisely

Estate Planning

A Living Will
A Will That Meets Your Needs
Charitable Remainder Trusts
Gift Giving Strategies
Use of Living Trusts

Finances

An Introduction to Budgeting
Life Cycle Planning
Selling Your Home
The Time Value of Money
Year End Financial Planning
Your Personal Financial Statements

Insurance

Auto Insurance - How It Works
Determining Your Life Insurance Coverage Needs
Do You Really Need Private Mortgage Insurance?
Health Insurance - How It Works
The Basics of Homeowners Insurance
What is Permanent Life Insurance?
What is Term Life Insurance?

Investments

Finding a Comfortable Level of Risk
Keeping Your Plan in Balance
Managing Your Assets
Other Investments
The Importance of Asset Allocation
What is a Qualified Annuity?
Where Bonds Belong

Retirement

Basics of Retirement Planning
Bridging the Gap
Calculating Social Security
Deferred Compensation
Living Expenses in Retirement
Minimum Retirement Plan Distributions
Qualified Plans
Retiring at an Early Age
Roth IRA Conversion Review
Traditional and Roth IRAs - Which Is Right For You?

Tax

Gift Tax Fundamentals
Taking the Mystery Out of Capital Gains
Tax Aspects of Working at Home
Taxation on the Sale of a Home

When insurance and financial services is your priority,

Faith Financial is here to help.

Faith Financial is here to help.

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302-272-5645

302-272-5645