FREE Retirement Rescue Toolkit
How to De-fuse the 401k/IRA Tax Time Bomb So YOU Can Experience a TAX FREE RETIREMENT!
One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,
fewer than half of all Americans have calculated how much money they’ll need in retirement.
Source: http://www.dol.gov
Social Security: Know Your Options
Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:
of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.
Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.
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What exactly does this mean to you? Simply put, unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we have the duty of putting your financial interests first at all times. As a Registered Investment Advisor, we are legally bound to uphold a fiduciary standard of care when working with you.
