Gerber Kawasaki will lead the Greater Los Angeles Realtors Association in an educational seminar on navigating your financial life.
Some of the topics covered are listed below.
BUILDING A BUDGET
At the end of the day it’s not about how much you make, but how much you can save! Learn how to build a balanced budget and a few tips to make easy keeping up with it.
BUYING A HOUSE
Not only do we help you save and invest for your future home, but we work with you in determining how to go about it. What type of mortgage should you get? How much can you afford? What’s a good rate? We’ll help you A to Z through the whole process and how this home fits into your overall financial plan.
TAX SAVINGS
The new tax reform changed taxes more than any other reform in decades. We help you figure out how to navigate this change with different tax efficient accounts.
EMERGENCY FUND
It’s impossible to plan for the financial surprises life throws your way, such as unexpected medical expenses, job transitions or car troubles. We’ll go over how much you need to save for an emergency fund and the steps
to take after you’ve built it up.
COLLEGE SAVINGS PLAN
Did you know college inflation averages ~6%? A 529 plan is an account that allows people to invest specifically for future education expenses. There are few life experiences more exciting than seeing your child graduate
from college.
RETIREMENT PLANNING
Do you know how much is needed to retire? We’ll show you how to take advantage of tax-efficient accounts, the cost of waiting and go over your company’s retirement plan.
