Joseph Lindberg - Primerica - District Leader

04/05/2023

With a traditional IRA, your contributions may be tax-deductible. When you withdraw the money in retirement, it will be taxed as ordinary income. Contributions to a Roth IRA are not tax-deductible, and qualified withdraws in the future are tax-free, so long as certain parameters are met.

Which one is right for you? That choice depends on your financial situation and retirement savings goals. Let’s work together to find the right IRA for you before the deadline on April 18, 2023.

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03/09/2023

While many Americans are feeling optimistic about their finances, it’s always smart to have a financial professional on your side. I’m taking appointments to meet with individuals to review their financial goals. Message me to learn more.

Read more in the white paper: https://bit.ly/3JOfip3

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02/28/2023

If you need a financial game plan, a Financial Needs Analysis (FNA) is a great starting point. This tool examines your financial situation and allows us to customize a strategy to reach your goals. Reach out to me for a complimentary FNA today!

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02/28/2023

Feel in the dark about your finances? Bring your current situation to light with a complimentary Financial Needs Analysis (FNA)! An FNA can show you where you financially stand and can be used to create a personalized game plan to figure out what your next step should be. Message me to get started.

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02/24/2023

The Consumer Price Index (CPI) for most items increased by 6.7% in 2022, while for food, gas, and utilities it rose by 13.4%. Our white paper discusses how these variable costs are the ones impacting families the most: http://bit.ly/3JOfip3

Has this been your experience or uncertain on what this means for your finances? Reach out to me today to put a financial game plan in place!

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02/24/2023

What’s stopping you?

02/16/2023

As the Consumer Price Index (CPI) rose in 2022, many families had to dip into their savings to make ends meet. If your finances have been impacted by inflation, reach out to me! I can work with you on a personalized financial game plan to help get your finances back on track.

Read more in this week’s “Money Matters” column on : https://bit.ly/SR021323

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02/08/2023

Primerica recently released their first white paper, authored by economic consultant Amy Crews Cutts, detailing how the rise of inflation has affected middle-income families. Bit.ly/PriDisclosures

To learn more, check out Fortune’s article here: https://bit.ly/3Y8qH7A

Most American middle-income households are cutting back on savings or reaching into their nest egg to keep up with the rising cost of living.

02/02/2023

PFS Investments has once again been awarded DALBAR’s gold seal of approval for the 20th consecutive year!

Our clients are incredibly important to us, and we are proud to offer them the best quality of care in the financial services industry. Read more about ’s accomplishments: Bit.ly/PriReviews

We look forward to serving you in 2023 – reach out to me with any questions!

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01/26/2023

According to ’s Q4 2022 Financial Security Monitor, of those making financial New Year’s resolutions, the top two goals are paying off consumer debt and keeping debt load manageable. Do you need assistance navigating your finances this year? Contact me for a complimentary & personalized Financial Needs Analysis (FNA) to gain a better understanding of where your finances are currently at & how to reach your .

Read more of the survey results in our piece on : http://bit.ly/3WmHMca

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01/18/2023

Your financial needs will certainly change, and we are prepared for that here at . You can always adjust your financial game plan, as needed. We focus on doing what’s right for your current financial situation to help you reach your future .

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01/11/2023

I’m proud to share that has once again been awarded DALBAR’s gold seal of approval for the 20th consecutive year! What this means for mutual fund clients is that they will continue to receive the highest quality of care in the industry 100% of the time.

Read more about ’s accomplishments: Bit.ly/PriReviews

I look forward to serving you in 2023 – reach out to me with any questions!