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Fullerton Financial Planning 1202 ENUJ YAM 1202 ENUJ YAM The Official Newsletter of
TAKE A LOOK INSIDE 03 Medicare Enrollment 04 The Fullerton Factor 06 Estate Planning 101 08 Upcoming events
Let s Stay Connected Seminars Seminars are a great way to introduce your friends and family to Fullerton Financial Planning We offer weekly seminars in both the East West Valley and they re hosted by our advisors For upcoming dates times visit us online at FullertonFP com seminars or email us at info fullertonfp com Webinars Every week our team hosts a webinar that addresses some of the top concerns we hear from people going into retirement Whether you want to tune in live on Tuesdays at 12 00 PM or want to watch an episode On Demand our webinars are a great way to increase your financial literacy from the comfort of your home To view upcoming webinars visit fullertonfp com webinars TV Radio Have you seen us on TV or heard us on the radio Steve Stephanie bring The Fullerton Financial Hour to your screens every week at 4 30 AM on Saturdays on Channel 12 or at 9 30 AM on Sundays on Channel 5 You can also hear us on the air on 92 3 KTAR on Saturdays at 1 00 PM or on Sundays at 6 00 PM
New FFP Service Medicare We want to be as holistic as possible when helping you prepare for the potential unknowns in retirement Healthcare is one of the many considerations you ll have to face That s why we re excited to announce a new service offering at Fullerton Financial Planning Medicare Insurance At Fullerton Financial we offer a wide variety of services including income planning estate planning tax planning and more Now after adding Medicare to the mix we ll be able to assist you in your healthcare decisions We re only offering top rated carriers with competitive rates Learn how to get started below Getting Started is as Easy as 1 Visit FullertonFP com Medicare 2 Fill out the form with some basic information 3 An AE Solutions professional will reach out to you in a couple days to offer you a Medicare review and a no obligation quote Scan here to visit our site
H A V E Y O U S E E N U S The Fullerton Factor Saturdays Channel 12 at 4 30am Sundays Channel 5 or Channel 10 at 9 30am Check out www fullertonfp com for more info
Estate Planning 101 Why Estate Plans Matter Did you know that 70 of people don t even have a will Many of us haven t planned for transitioning our hard earned wealth to others after we pass While a financial plan sets a path for our retirement years not having an estate plan is like letting all that work flounder Estate planning sets a guide for how the wealth you built can continue to grow and support your family after your death If you don t have an estate plan in place there are a few ways things may go Your dependents are left guessing on a variety of issues like what how and when they might inherit money or property how they ll pay for your funeral expenses debts and bills and how you would have wanted everything to play out Grief is a powerful emotion even the National Mental Health Association has said that the loss of a loved one is life s most stressful event no one wants to leave a financial headache to their grieving families A recent study by Caring com found that in 2021 18 to 34 year olds will be more likely to have a will than 35 to 54 year olds and middle and older aged adults are less likely to have a will now than they were just one year ago The importance of this can not be overstated this is the first time those demographics have been weighted toward youth and some experts point to how seriously each demographic understood the Covid19 pandemic But the best time to plan your estate Any time At Fullerton Financial Planning one of the services we provide is Estate Planning We understand how important your financial future is to you and your family we also understand how difficult making these plans can be Incorporating an estate plan into your overall retirement vision can be challenging when tackling it on your own especially with such personal and complicated subjects That s why we re here to help Call our office today to see how we can get started on your Estate Plan today Get started with your Estate Plan today Call our office at 623 974 0300 https theconversation com 68 of americans do not have a will 137686
Are you Ready for Summer It may be reaching 100 degrees outside but that shouldn t stop you from enjoying the months ahead So turn down your AC and get ready it s summertime Need some ideas on how to beat the heat Try out our checklist below 1 Spent a day at the lake 2 Fought over the A C thermostat we re kidding kind of 3 Volunteered or participated in community service 4 Finished a Crossword and or Sudoku Puzzle 5 Went to a waterpark or had a pool day 6 Baked a new recipe 7 Tuned into one of our Market Mondays 8 Went to or scheduled your annual review appointment 9 Saw your thermometer hit 110 degrees of higher 10 Did a kind act for a stranger
As Seen Heard On Watch us weekly on Saturdays on 12News at 4 30am and on Sundays on CBS Channel 5 or KUTP FOX 10 Extra at 09 30am Listen to us on 92 3 KTAR FM on Saturdays at 1 00pm or Sundays at 6 00pm Stream the Fullerton Financial Hour podcast on both Apple Podcast and Spotify Watch us nightly on NBC Channel 12 News Grab Stephanie Fullerton s book What to Look for in an Advisor available in our office or online at Amazon com Let s Get Social FACEBOOK INSTAGRAM LINKEDIN facebook com fullertonfi nancialplanning instagram com fullertonfin ancialplanning TWITTER YOUTUBE linkedin com compan y fullerton financialplanning twitter com fullertonfp youtube com Search Fullerton Financial Planning Contact Us Corporate Phone 623 974 0300 Tempe Phone 480 912 4500 Fax 623 974 0330 Email Info fullertonfp com Corporate Office Tempe Office 14155 N 83rd Ave Suite 144 Peoria AZ 85381 600 E Rio Salado Pkwy Suite 102 Tempe AZ 85281 Fullerton Financial Planning FFP is an independent financial services firm and uses a variety of different investment methods Investing involves risk including the potential loss of principal By contacting FFP you may be provided strategies that utilize insurance products those guarantees are backed by the financial strength and claims paying ability of the issuing insurance company Investment advisory services are offered through Kingdom Financial Group LLC KFG an SEC Registered Investment Advisor KFG maintains a co advisory relationship with AE Wealth Management Neither the firm nor its agents provide tax or legal advice The information contained is for educational purposes only and does not intend to make an offer or solicitation None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product