Growing Bolder Life Institute Minutes

Can you visualize the life you want to live? That’s the first step in putting together a financial plan.

Planning and investing — these terms are often used interchangeably and you do need to consider both. But they are not the same, as Jeannette Bajalia explains.

Do you need a life insurance policy? Ask yourself these questions and see why this is one decision that’s worth taking some time to consider.

If you’re 50 years or older, a plan is the essence of every financial decision you make. It should drive everything that you buy, invest in or spend money on. So, it’s not an advisor you need. See how a life planner can be the key to your future happiness.

Annuities — love them? Hate them? (Not sure what they are?) Woman’s Worth® founder Jeannette Bajalia weighs in.

How long ago did you create your will? In the years since, how many life changes have you experienced? Here’s everything you need to know about updating your important paperwork.

What’s the one thing we want you to walk away with after visiting the Growing Bolder Financial Institute? What’s the takeaway? Jeannette Bajalia spells it out (and offers tips to change your mindset and start walking down the path of integrated planning for a secure financial future).

We know that women outlive their spouses by 8-10 years, and with medical advances, we’re all living longer. That’s why longevity planning is a crucial part of your financial plan.

You probably know that you need to save money for your future, but that isn’t the only (or even more important!) type of plan that will help you make the rest of your life the best of your life. Get details, from Woman’s Worth® founder Jeannette Bajalia.

Are you afraid to talk about money with your significant other? What are you spending your money on now that may be preventing you from saving for your own future?