Understanding your taxes is a key component to retirement and we all know the topic can become confusing. Please review this short video that helps break down the “4 Tax Buckets”.
Do you know how your beneficiaries are set up? Is it exactly the way you want it? For many people, this can be one of their most costly planning mistakes. Watch this short video that helps explain the process of picking the right beneficiaries for your accounts.
Is your current life insurance policy up to date? Do you HAVE a life insurance policy with enough coverage? When is the last time you did an “In-Force Illustration” to check the health of your policy? For most people, it’s been years… This short video helps explain why this is so crucial for your loved ones.
Have you heard of the financial “Rule of 100”? It’s one of the simplest planning tools to understand. Once you understand the basic concept though, the next step is putting it in place – especially if you’re within 5-10 years of retirement or already retired! At that age, you simply can’t afford financial losses. Find out more with this “Rule of 100” video!
We all know the stock market goes up and down. But what you might not know about those “downs” can hurt! Did you realize that those downs (the negative years) hurt more than the ups (positive years)? There’s more…
You’ve worked decades to accumulate your wealth – blood, sweat, tears, and a lot of planning. But have you started to think about what’s next? Specifically, how you can successfully transfer your hard-earned money to loved ones? Here’s a short video to start that conversation:
Here’s a short video about everyone’s favorite topics – Long-Term Care and nursing home expenses! While we joke and know it’s not a topic most people enjoy discussing, it’s vital to plan for nonetheless. Without a plan, this is a risk liable to drastically affect your entire retirement plan.
Did you know that life insurance isn’t just for your beneficiaries? Some people view it as an asset class they hold for their own benefit. Sound strange? Review this short video that explains how this may be more beneficial to you than you may think.
Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Privacy Policy | Terms of Use
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.