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The Chalkboard
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Unlock Your Home’s Hidden Cash
Your home isn’t just a roof over your head—it’s a goldmine of opportunity! With homeowners sitting on $200K+ in equity on average, here’s how to turn your property into cash without…
Savings on Auto-Pilot
Saving money consistently is the foundation of wealth-building, but willpower alone isn’t enough. Here’s how to automate your savings and leverage employer benefits to…
LTC: 11 Questions to Ask
Who would provide care if you needed help with daily activities?
Would you (or your spouse) feel comfortable relying on family for hands-on care?
How might caregiving responsibilities impact…
Not “Use it or lose it” LTC
70% of retirees will need long-term care, yet costs crush unprepared families ($100k+/year for nursing homes).
Who It’s For
✅ Ages 55-70 seeking safe growth + LTC coverage
✅ Those wary of…
I’ll Make My Own Pension
Who It’s For
Retirees wanting stable income + growth potential
Investors who’ve maxed out 401(k)/IRA options
Those nervous about…
I’m excited for us to chalk out your plan!
Jay Kadlec
📞 (865) 465-9811
📥 jay@chalkmoney.com