About Joe Uppleger

As host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Website: joeuppleger.retirevillage.com

Office: (866) 436-0133 | Safe Future Financial LLC

Should You Sell Your Home When You Retire?

"If you are at or near retirement, the thought of selling your home may have crossed your mind. Before you make that decision, though, you'd better spend some time considering the pros and cons."- Joe Uppleger. The sizzling hot housing market has many pre-retirees and retirees thinking about whether they should sell their current homes. [...]

By |2021-09-13T19:44:38+00:00September 8th, 2021|Estate Planning, Retirement Planning|

Returns Risk Isn’t Going Away, But An Annuity Can Help Lessen The Impact On Your Wealth

"Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the impact and preserve your money."- Joe Uppleger, As you close in on retirement age, it's likely your advisor will mention different threats to your savings. [...]

By |2021-07-08T23:25:32+00:00July 8th, 2021|Annuities, Retirement Planning|

What Should You Do If You Inherit An Annuity?

"You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain." Joe Uppleger While inheriting an annuity from a loved one can be a welcome windfall, particularly as you plan your retirement, there are tax implications that you need to consider. The method of receiving [...]

By |2021-06-04T17:52:34+00:00June 4th, 2021|Annuities, Investing, Retirement Planning|

How Can A Hybrid Annuity Help You Plan For Long Term Care

If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees face increasing costs for long-term care and live longer than ever, your advisor may have suggested you purchase traditional long-term care (LTC) insurance policy. However, [...]