Oakhaven Insurance Services,Oakhaven Services of Ga

Oakhaven Insurance Services,Oakhaven Services of Ga Helping to protect individuals and their family’s assets.

05/01/2024

Did you see the market today?

Retirees: please understand that the investment rules you used to GROW your portfolio WILL NOT WORK once you are IN retirement. Things like Diversification, Dollar Cost Averaging, Focusing on Average Returns and Asset Allocation work great when building a portfolio.

However, once you are IN retirement, those same rules can trash your retirement. Once you start withdrawing money from a portfolio, average returns mean nothing. Your success or failure will depend on the Sequence of those returns.

A Systematic Withdrawal Plan from a diversified portfolio is doomed to fail because it requires you to do the exact wrong thing at exactly the wrong time - EVERY SINGLE TIME. It turns dollar cost averaging into DOLLAR COST RAVAGING! It literally forces you to buy high and sell low - good luck with that!

If your advisor is not recommending Guaranteed Lifetime Income for at least 20-40% of your retirement portfolio, I strongly recommend you consider firing that advisor and choosing one who focuses on Retirement Income and Risk Management!

Ask me or any of my colleagues!

02/29/2024

Exploring Financial Freedom: IUL vs. 401k

Considering your financial future? Let's dive into the benefits of Indexed Universal Life (IUL) over the traditional 401k! 💼

🌟 Tax-Efficient Growth: Unlike 401k, IUL offers tax-free growth potential, allowing you to maximize your returns without worrying about hefty taxes.

📈 Market Upside with Downside Protection: IUL lets you ride the market's highs while providing a safety net during downturns. It's like having the best of both worlds! 🎢

💪 Flexible Access to Cash Value: Need funds for an emergency or opportunity? IUL offers flexibility in accessing your cash value without penalties or taxes. 💸

🛡️ Protection with a Cash Cushion: IUL provides a death benefit to protect your loved ones, and the cash value can serve as an additional financial safety net. Double protection for peace of mind! 🛡️

Ready to supercharge your financial strategy? Consider for a personalized and powerful approach to secure your financial future. 🚀💰

Knowledge is power!!!!
02/23/2024

Knowledge is power!!!!

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02/22/2024

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02/22/2024

Welcome to Oakhaven Insurance!

My goal is to help individuals and families have financial protection and peace of mind when faced with life’s uncertainties.

I’m a mom of four sons and Mimi to two grandchildren and I understand the joy and responsibility of having a family to protect!

Please reach out and we can discuss your concerns and options.

Best and warmest regards,

Joy Zager

Address

Atlanta, GA

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