Financial, Investment and Estate Planning Blog

Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!

Are You Certain Your Retirement Strategy Is Safe?

In the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement.
A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many losses have already occurred. For some though, their retirement was safe.

What if you could get guaranteed returns – in any market – over a number of years? Sounds crazy, but it's true. Multi-year guaranteed annuities (MYGA) have provided many with a safer option.

Don't just take my word for it, download this white paper MYGA Whitepaper updated.pdf to learn more about how MYGAs work.

If you have any questions or concerns, or would like to review your current strategy, call us anytime at 623 640-7785. That's what we're here for. 

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Friday, 19 April 2024

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