Commentary:

This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The article continues by focusing on the goals of delaying claiming social security benefits, improving portfolio return without taking on more risk, and improving portfolio longevity. So the question is, how do you accomplish these goals? Call us if you’d like to talk about ideas we have that may help do this. We’re always here to help.

Click Here to Read Full Article


FEATURED ARTICLES

one_small

One

Educate Yourself

Learn More
two_small

Two

Understand the Basics

Learn More
three_small

Three

Who's who in a Fixed Index Annuity

Learn More
four_small

Four

Understand the Benefits

Learn More
five_small

Five

Tax Deferral

Learn More
six_small

Six

Indexed Interest Potential

Learn More
seven_small

Seven

Protection Benefits

Learn More

*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.