Profile

Eloise Maki

Contact Details

My Content

1 to 3 of 3 total

RE: Lesson 2: Why Start with Goals?

Posted By Eloise Maki 05-19-2023 02:08
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Husband and I are 75. In good health. Long-Term Goals Health care –-> Leftover $ is inheritance for sons Health care aide in our home AND/OR Living in an independent or assisted living place AND/OR Living in a long-term health facility Medium- and Short-Term Goals Costs to visit family in ...

RE: Lesson 1: Prioritizing Your Goals

Posted By Eloise Maki 05-18-2023 21:42
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
We're 75 and in good health. However, I'd like to be able to afford in-home health care and long-term facility care. Not sure what other goals I have. ------------------------------ Eloise Maki ------------------------------

RE: Welcome to the PRISM Wealth-Building Process Academy

Posted By Eloise Maki 05-18-2023 18:04
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I'm Eloise M. My husband and I are 75. Our money is being managed by Fidelity since 2022 September--> I wanted to consolidate our various 401k's, etc. so I could more easily comprehend what was going on, get the benefit of their knowledge-experience, and learn from them. What I desire to get from PRISM ...