Starting a new Retirement Plan? Free credits from IRS. Let us help!

Pension Maxima Investment Advisory Test
Pension Maxima Investment Advisory Test
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    • Home
    • About
    • Start-up Credits
    • Services
    • Wellness Program
    • Medicare
    • Contact
    • Media
  • Home
  • About
  • Start-up Credits
  • Services
  • Wellness Program
  • Medicare
  • Contact
  • Media

Financial Wellness Classes

Financial Wellness Topics

Financial Basics:  Financial Budgeting, Student Debt, Credit and Debt, FICO Score, Net Worth, Retirement Income Gap

Life Events:  Buying a House, Leasing a Car, College Financing 

Retirement Planning:  Retirement Income Planning, Medicare, Social Security, Long Term Care

Games:  Interactive Stories, Trivia Games, Life Game

Financial Plan - DIY or Let us HELP YOU!


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Books for Additional Learning

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Cartoon Videos

Choice of Entity

Benefits of S Corp Versus C Corp

Standard versus Itemized Deductions

Practical Differences between the two

Credits and Deductions

Deductions:  You need to pay to get

Credits:  You get regardless!

Frequently Asked Questions

Please reach us at bonnie@pensionmaxima.com if you cannot find an answer to your question.

YES!  We have a Do-it-yourself or Do-it-for-you plan.  But we believe everything starts with education.  We can make better decisions if we have more educated on the topic.

Absolutely!  We believe that everyone should have some type of plan.  The first step of success is always starts with GOOD PLANNING!

Yes!  This is a very big topic for impending retirees.  We are educated in Social Security, Medicare and Retirement Income Planning.  If you need customized assistance, please give us a call or schedule a meeting.

Pension Maxima Investment Advisory

9145745023

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