Retire Well

10/14/2024

Here’s a breakdown of what you receive when you request a portfolio analysis and financial plan to your 95th birthday from us. It’s a $1,500 value for free!
https://youtube.com/shorts/gk4iQxcnJU8?si=ERK2za0UTztuoWuc

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01/26/2024

Big Thanks to Studios for recording our BONUS SHOW for Retirement Results!

12/11/2020

For retirees and pre-retirees, healthcare is an extremely important part of any budget! Many people might neglect budgeting for healthcare if they are healthy, but it is still important to leave some room in your budget for healthcare costs and unplanned medical emergencies.

12/09/2020

The holidays can be a difficult time to stay on budget. Grandparents want to spoil their grandkids and parents want to spoil their kids. It's important to keep track of your holiday spending so that you know exactly how much you spend. This will also keep you from going overboard!

12/07/2020

There is less than a month left until 2021, which means you should be thinking about your budget for the new year! Looking at your 2020 spending habits and planning a 2021 budget now will help you begin the new year on the right foot. Start with your essential outputs and then go down the list to less essential outputs with what you have leftover. #2021

12/04/2020

As we approach the end of 2020, now is the perfect time to sit down and prepare your finances for a new year! Sit down with your financial advisor and take a look at your portfolio and think about setting a new budget for 2021. Prepare your money for the year ahead! #2021

12/02/2020

December 7th marks the end of Medicare's open enrollment period! Don't wait to explore new options for your Medicare options, talk to an advisor you trust today and visit medicarecomparison.net to get connected with an expert!

11/30/2020

A Roth Ladder Conversion happens when you move your money from a tax-deferred account, such as your 401k, to a Roth IRA. This protects you from higher taxes in the future. Deadlines for submitting your 2020 Roth Conversion forms are coming up! Ask your advisor about their deadlines.

11/27/2020

Looking for easy ways to save money during retirement? One great way to cut costs is to cook your meals at home instead of eating out. Your food budget will last a lot longer if you cook dinner instead of ordering out and you'll most likely eat healthier, more balanced meals!

11/26/2020

We hope you enjoy this Thanksgiving holiday and spend some quality time with family and friends. Happy Thanksgiving and enjoy your holiday weekend!

11/25/2020

You can earn 3.05% a year with a MYGA product! The best part? A MYGA is a 100% financial reserve product, which means the annuity company reserves 100 pennies of every dollar you invest. Banks only reserve 3-10% of your investment. Talk to your advisor today if a MYGA sounds like the right product for you!

11/23/2020

A multi-year guaranteed annuity (MYGA) gives you GUARANTEED compound interest and they reserve 100 pennies of every dollar you invest in them. If this sounds too good to be true - it's not! Talk to your advisor about current MYGA offerings.