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10<br />
My <strong>2018</strong> Financial Checklist<br />
Protection<br />
• Review My Life Insurance<br />
o Coverage from Work<br />
o Personal Coverage<br />
o Chronic, Critical Illness, Long Term Care<br />
Debt Management<br />
• Review All My Debts<br />
o Credit Cards<br />
o Auto / Student / Personal Loans<br />
o Mortgage<br />
Emergency Fund<br />
• How much do I have?<br />
o None (I need to start saving)<br />
o 1-2 months (I need to save more)<br />
o 3-6 months (Minimum target)<br />
o 7-12 months (Ideal)<br />
Investments<br />
• Review College Preparation for my children<br />
o Funding<br />
o College Coaching<br />
• Review My Retirement Plans<br />
o Check my X-curve<br />
o Review my accounts at work<br />
o Review my IRAs<br />
o Learn about Mutual Funds<br />
Estate Preservation<br />
• Create and Review My documents<br />
o Last Will & Testament<br />
o Living Trust<br />
o Financial Power of Attorney<br />
o Medical Power of Attorney<br />
Our Campaign<br />
We are on a National Campaign for Financial Literacy. Our mission is to educate families,<br />
friends, communities in the world of personal finance. Knowledge is power, and WSB 1<br />
is determined to provide 1 million people throughout North America with a financial<br />
Rotary<br />
Serving<br />
Humanity<br />
Harshad Bhimani<br />
Realtor ®<br />
CalBRE# 01960659<br />
mobile: 408.616.0488<br />
harshad.bhimani@gmail.com<br />
<strong>Mountain</strong> <strong>House</strong> <strong>Matters</strong>! • mhmatters.net <strong>May</strong> <strong>2018</strong><br />
Join our Financial Foundation Educational Workshops<br />
Contact Heidi Herrera:<br />
510.502.2844<br />
Heidi.Herrera@tfaconnect.com<br />
Your success is our goal.<br />
Your trust is our asset.<br />
Your satisfaction is our reward!<br />
www.NandHomes.com<br />
www.Facebook.com/NandHomes<br />
FINANCIAL<br />
WORKSHOPS<br />
With the<br />
Financial Foundation<br />
Educational Program,<br />
learn how to:<br />
• Make money<br />
work better for<br />
your family.<br />
• Find and save<br />
more money.<br />
• Understand how<br />
money works<br />
and how to<br />
build wealth.<br />
• Protect and<br />
preserve<br />
money.<br />
education that empowers them to have a better future.<br />
1<br />
World System Builder (WSB) is a financial services marketing organization that is associated with World Financial Group, Inc<br />
World Financial Group, Inc (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.<br />
Insurance products offered through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World<br />
Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. –<br />
collectively WFGIA. WFG and WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone:770.453.9300.<br />
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment<br />
Advisor. TFA is not affiliated with other entities referenced unless otherwise noted. TFA Headquarters: 570 Carillon Parkway, St. Petersburg,<br />
FL 33716 Phone: 770.248.3271.<br />
WFG, WFGIA and TFA are affiliated companies.<br />
Tax and/or legal advice not offered by World Financial Group, Inc. Transamerica Financial Advisors, Inc. or their affiliated companies. Please consult<br />
your personal financial representative, tax professional or legal advisor for further guidance on your particular situation.<br />
TFA1986861-0118<br />
A Tradition Of Trust<br />
<strong>Mountain</strong> <strong>House</strong> Resident & Area Expert<br />
Coldwell Banker and the Coldwell Banker logo are service marks of Coldwell Banker Real Estate, LLC. Coldwell Banker Residential<br />
Brokerage is owned by a subsidiary of NRT, LLC. If you have a broker relationship with another agency, this is not intended as a solicitation.<br />
New CHP Area Commander Introduces<br />
Himself to CSD Board & <strong>Mountain</strong> <strong>House</strong><br />
Community<br />
The California Highway Patrol<br />
introduced a new Tracy Area<br />
Commander, taking over as of<br />
March 1, <strong>2018</strong>.<br />
Lt. David Wharry, 48, came to<br />
the April 11, <strong>2018</strong> <strong>Mountain</strong><br />
<strong>House</strong> Community Services<br />
District Board Meeting to introduce<br />
himself to the board, and<br />
the community.<br />
“I’ve spent a good deal of my<br />
career in San Joaquin County,<br />
Stockton Area,” he explained to the board. He went on to say that he worked as an officer<br />
and a sergeant there.<br />
“I’m trying to get out to the community, go to the meetings, introduce myself, and let the<br />
public know some of the resources we have, and how we can work together to solve some<br />
of the issues we’re facing.”<br />
The Highway Patrol is the primary law enforcement agency for traffic control and patrolling<br />
in unincorporated San Joaquin County, including <strong>Mountain</strong> <strong>House</strong>.
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