
Josip Sosic
Bern
Easy Solution GmbH
(0 with 0 ratings)
Personality and experience
Qualifications
Relevant Diplomas
Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft, 2020
Zertifizierter Individualkundenberater SAQ, 2020
Language(s) in counseling
Deutsch
Topics:
Buy a home
Sell a property
Pillar 3a
Self-employment
Living situation
Real estate as an investment object
Insure against disability and death
Assess the overall financial situation
Financial Planning
Pension situation
Invest money
Receive a pension or capital
Tax optimization
Early retirement, is it possible?
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Real estate as a pension
Affordability as a widow
Finance a holiday home
Invest vested benefits funds
Financial independence
Major purchase
Advance directive and living will

Evaluation
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