David Martinez - Appreciation Financial

08/25/2022

There’s this thing called a retirement income gap. It’s when your retirement income isn't enough to cover the cost of living when you're ready to retire. Think of the retirement gap as your nemesis: it may prevent you from fully retiring or weaken your retirement. Speak with a financial professional today to make a plan for your retirement that won't be full of the unexpected.

08/25/2022

Great Tips! Just gotta start...We are ready to help 🫵

06/22/2022

We’ve just reached 200 followers! Thank you for continuing support. We could never have made it without each one of you. 🫵🏽

06/22/2022

Allianz Life study finds better preparation among those working with a financial professional, but opportunity remains for finpros to help with life-stage-specific planning and Social Security strategy

06/22/2022

06/15/2022

Most long-term care insurance policies come bundled with life insurance coverage. Since both long-term care insurance rates and life insurance rates generally increase with age, it’s best to start shopping when you’re in your 40s or 50s.

06/15/2022

FIAs can offer a balance of both protection from market downturns and growth potential.

06/14/2022

Good read! 🧐

This is how much someone with a $60,000 salary will need to save to retire with $1 million, broken down by the age at which they start investing.

05/07/2022

Life Insurance that is there for you when your living and when you leave loved ones.

While life insurance can provide financial assistance to your loved ones after you pass away, it can also help them and you before that time comes through living benefits.

Important disclosure:
Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.