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| Our
goal is to provide a variety of ways that people can become
further educated about financial topics. To do this, we
provide: |
| Articles... |
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When
appropriate and/or timely, we will provide access to articles
provided by others, or ourselves, on financial planning and
retirement issues. |
| Questions and
Answers... |
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We
answer quite a few questions about the subjects you see to the
left. With your permission, we will post some of the most
interesting and common ones on this site. It's our FAQ
section. |
| Seminars and
Programs... |
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From
time to time we both conduct, and host, seminars on a variety of
financial topics. We keep the fees low (or free, in some
cases), so anyone can participate. Ideally, we like to
give programs with no more than 8 to 10 people, and do many of
them locally in the West Seattle area.
We will do special seminars on any of the subjects to the
left. In addition, we like to work with the basic
financial education most of us should have had in high school or
college and almost none of us ever got. Here's a sampling
of the seminars we can provide: |
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"How
Money Works" |
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Libby Carr developed this
class over 10 years ago when she discovered most people didn't
understand the vocabulary and their underlying meanings.
Using a visual method, she sorts out the words and puts them in
their proper context. |
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"Protecting
yourself in Turbulent Times" |
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What are good strategies for protecting our
savings in these turbulent times? Knowledge is power. |
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"Long
Term Care Insurance" |
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How is it different
from Disability Insurance? What are the odds anyone will
really use it? Can an older person even get it? What
are the different types of policies? |
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"Let's
Get Organized" |
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This class will keep
you from drowning in your own paperwork, help you organize everything,
from your personal bill-paying systems to you document-retrieval
system, and you feel better afterward knowing you have a plan in
hand. |
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"Sell
Your House, or Sit In It 'til One of You Falls Over" |
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Paul Carr has 30 years
in the real estate industry. Whether you want to buy it or
sell it, with or without an agent; buy or rent, sell or rent
out; explore the true costs and benefits of a Reverse Mortgage,
or want to know if your equity is "real" money, Paul
can help sort it out. |
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