Catalyst Wealth Management - FL

Catalyst Wealth Management - FL At Catalyst Wealth Management
we model our clients’ portfolios after
endowment and institutional-s

New Article from us: Retirement Investing.
07/02/2018

New Article from us: Retirement Investing.

Want to learn more about Long Term Care? We have an educational lunch coming up in August!
06/25/2018

Want to learn more about Long Term Care? We have an educational lunch coming up in August!

One last task on the "countdown-to-retirement" checklist!
05/21/2018

One last task on the "countdown-to-retirement" checklist!

Countdown to retirement - 2 steps closer!
05/18/2018

Countdown to retirement - 2 steps closer!

05/14/2018

Countdown-to-retirement" checklist - Part 1

Good morning all!

Before you walk out of work with your final paycheck, help get prepared for what awaits you in retirement with these first two tasks from our "countdown-to-retirement" checklist:

Task #1:
Determine your vision for retirement.
This is an important step to making sure the next chapter of your life is both enjoyable and fulfilling. Regardless of how much money is saved, those who enter retirement without a plan may have regrets about leaving the workforce early without an idea of how to spend all their free time over what could potentially be the next 20 or 30+ years. Make sure to not only evaluate your financial readiness but also your emotional and mental readiness.

Task #2:
Consider adjusting your asset allocation.
A surprising number of people don't customize their asset allocation around their needs as they approach retirement. Many people may choose to reduce stock exposure and ramp up on other more conservative financial products to help ensure their "nest egg" is maintained into and throughout retirement. But that's not for everyone. Take a look at your individual goals and objectives, then assess how the state of the economy may impact your financial decisions.

Stay tuned for more tips that can help you on your way to achieving the retirement you desire.

05/09/2018

Can you measure financial confidence?

In a recent survey, nearly three-quarters of American pre-retirees and retirees responded that they valued having a separate source of guaranteed lifetime income in addition to Social Security benefits.1

In years gone by, workers may have taken the value of this benefit for granted because they received an employer-sponsored pension. Today, however, many companies have either eliminated pension plans or reduced their level of benefits.

Fortunately, there are other ways that individuals can reposition assets to vehicles that guarantee a stream of income for a specific period of time, or even for life. This can be done through the use of an annuity in which the guarantees are backed by the financial strength of the issuing insurance company. By allocating a portion of retirement assets to a guaranteed income strategy, a retiree may feel more confident about having enough retirement income to last as long as he and his spouse live.

We can work with you to determine whether an annuity is appropriate for your situation. If you would like to discuss your retirement strategy, please contact us for a no-obligation consultation.

03/12/2018

Don't miss out on our next lunch event on March 20, 12noon at Seasons 52. We are having Andrew Eisen from Resource Real Estate presenting his investment.
If you are interested, please call 730-3744 to RSVP!

Address

Jacksonville, FL
32256

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 7am - 10pm

Telephone

+19047303744

Website

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