Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

May 4, 2024

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There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned. . .

May 4, 2024

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“Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit’s nuances and can separate fact from fiction.”  Brad Rhodes Medicare is an essential element. . .

May 4, 2024

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“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income. . .

You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For. . .

May 4, 2024

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“But my spouse is more of a “numbers” person” It is a lousy reason to surrender your role in your financial future.” Brad Rhodes Financial giant UBS Global Wealth Management. . .

“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Michael Masor. Successful financial. . .

May 4, 2024

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Pretend you are a corn farmer, and it is time to sow your seeds. It’s spring, and it’s time to plant seed corn for the yearly crop. The government shows. . .

May 4, 2024

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“The COVID-19 pandemic and ensuing economic downturn took pretty much everyone by surprise. Are you ready for the next crisis?” Tim Davis Most Americans were caught off-guard both by the. . .

May 4, 2024

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You’ve contributed to Medicare your entire life. Now it’s time to claim the benefits you have earned, right? As convenient as that would be, the answer is not so clear.. . .

May 4, 2024

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“I have felt for a long time a sense of pride, a sense of victory, a sense of life achievement when it comes to our products and how they have. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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