Welcome to OC Finance and Wealth Meetup!

Most people don't plan to fail, they just fail to plan.  -John L. Beckley

Learn the basics of building a solid financial foundation for you and your family.  Learn how to apply the wealth formula to achieve your financial goals. See how market conditions and changes in current financial industry are affecting people's financial strategies.

Topics include:

• Savings
• Healthcare
• Insurance
• Retirement
• College
• Education
• W
ealth Opportunities

The New Midlife Crisis
It used to be that we work for 40 years, between the ages of 25 to 65, and retire for the next 20 years.  Now things seem to be reversed. The new generation may find themselves lucky if they have gainful employment in the first 20 years and may struggle in the next 40 years to survive and retire.

The Aging Population
Baby boomers born between 1946 and 1964 account for 76 million(26%) of the American population.  They will be retiring at a rate of 10,000 people per day for the next twenty years. But, they will be "poorer in old age than their parents".

The Effect Of Taxes And Inflation On Your Purchasing Power
If you save $100 at 5% interest, pay tax at 25%, and adjust for inflation of 3.5%, your actual return is $100.25.  You must get about 5% or more in interest to beat taxes and inflation.

Our Challenges
• To protect your family and assets(life, health, disability, and savings).  
• To reduce your liabilities and get out of debt sooner.
• Dealing with constant changes in your job, career, or business.
• Living a long life without adequate income.

Read more articles on financial planning on my Pinterest Board here.

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Learn The Basics Of Financial Planning And Wealth Management!

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