Ted Buckley

Mooney Lyons Financial Services

Free Financial Speaker in Chicago

  • How Tax Planning Changes Through Four Stages of Retirement

    TOPIC CATEGORY: Financial

    Do you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn how to create a retirement tax strategy. MORE >

    You will learn:
    • The critical tax questions to answer before retirement.
    • The surprises that often make retirement more expensive.
    • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.
    • Mistakes to avoid when it comes to investments, health care, and estate planning.
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  • Women and Investing – Financial Strategies for Women Today

    TOPIC CATEGORY: Financial

    Financial Strategies for Women Today: Every woman, single or married, widowed or divorced — needs to plan ahead for personal and financial security. Women today have careers, start businesses, run households, raise children, and help aging parents. The workshop is designed to help you strengthen your financial future. I’ll have specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your family’s finances. The presentation offers sound, practical strategies that you can use immediately. MORE >

    We will focus on six key action items designed to help you:
    • Get your financial house in order - Prepare for the unexpected
    • Put your money to work by investing
    • Build a healthy nest egg for retirement
    • Face financial hardship
    • Understand your Social Security options
    • Address estate and legacy issues

    Workbook that contains a wealth of information, including exercises that are designed to help you assess your current situation.

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  • Retired – What do you want to do for the next 30 Years?

    TOPIC CATEGORY: Financial

    Are you anxious about the day-to-day change of no longer working? Even if you have been retired for years, you can still uncover areas that are NOT about the money that can surprise you. If you are single, widowed, or divorced this workshop can also point you in the right direction for your retirement. Discussion on all aspects of retirement except the money. You will complete a free workbook in this seminar to develop a game plan just for you! MORE >

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