ABSOLUTE FREEDOM TO PROTECT YOUR PRINCIPAL
ENJOY THE DREAM OF A REASONABLE RATE OF RETURN
OUR TEAM WILL KEEP IT SIMPLE FOR YOU
So many people are talking about retiring and hoping to do it soon that I thought to share with you an article that discusses those items in a check list form that you need to think about and pick the choices that work best for your situation. While medicare coverage...
This week’s report from the Brookings Institute authors reflects on the impact of the coronavirus and tells us “As painful as this episode has been for all Americans, it has also been especially trying for older individuals.” If you read any newspaper it is as if we...
This week’s article makes a valid point, that “safeguarding financial wellness requires an all-encompassing view of a person. This means considering their tangible assets (including savings and property), but also less tangible assets such as health, skills and career...
More Fiscally Conservative Yet Simultaneously More Freeing This week’s article tells a story we are all too familiar with: “Approaching retirement at age 65, John and Jill Smith realized their monthly income from Social Security and pensions total $700 less than their...
The ongoing pandemic is causing people to worry, “whether they are approaching their retirement age or just starting out in their career – anxious about their finances, and retirement plans. This is the reason why more and more people are increasingly considering...
- Strategies to feel good about preparing for retirement
- Strategies that can help rebuild your financial needs
- Strategies in challenging times
- Strategies to help achieve financial goals
- Strategies to help achieve your long-term financial goals
- Alternative products in challenging times
- Feel good about your retirement strategies
- Feel confident about your retirement savings strategies
- How you can get income that you won’t outlive*
- Information about IRA’s and tax deferral characteristics **
- Things to think about that may be more appropriate for your financial needs
- How our clients have kept their money safe from market declines
- Options that let you avoid taxes on IRA distributions**
- Products that keep your principal safe from market declines*
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.
** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.