Mercedes Garcia

Retire with Enough Money: Strategies for Making Your Money Last

With ever changing policies on retirement planning, it’s tempting to put off saving for retirement until there is a clear path to follow. Do you invest safely knowing that the money will be there, but might not be quite enough? Or do you invest more aggressively in the hopes that you have more money to spend later in life? Labor economist and a nationally recognized expert in retirement security, Dr. … [ more ]

Picture Your Prosperity: Smart Money Moves to Turn Your Vision Into Reality

If someone asked you to describe prosperity and security, what would you see in your mind’s eye? When it comes to financial planning, it’s easy to jump right into the minutiae of investments, skipping over the deeper questions of what you really want from your money, both now and in the future. In this session, Ellen Rogin and Lisa Kueng will do the opposite. They want to help you figure out exactly what … [ more ]

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