Fairway Financial LLC

08/29/2024

Are you looking for safety of principal and lifetime income? Here is a great example that compares a Fixed Indexed Annuity paying for lifetime VS. the 4% withdrawal strategy. Consider that there is no losses to experience and very consistent income to count on during retirement. To discuss this concept further call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected]

fil:///C:/Users/Owner/Documents/FIA%20%20LIfetime%20Income%20vs.%204%25%20Rule%2065362.pdf

08/19/2024

Peace of mind, safety of principal, and guaranteed lifetime income Annuities in addition to any an all other lifetime income payments such as Pension funds as well as Social Security provides a secure retirement. Removing any concerns of outliving ones funds is a great relief. As another very serious concern is the costs of Long-term care services. Consider a specific sum put aside for this important issue. You can earmark Qualified funds from 401K or IRA accounts as well as regular savings. Traditional LTC is an option but there are many HYBRID Life and LTC programs available. If you wish to discuss any of these very popular strategies feel free to call Neal Mandelbaum President of Fairway Financial LLC. 617-538-4175 or email [email protected]

Dividing your assets into three different buckets — safety, income and growth — can help protect you from inevitable market downturns.

11/08/2023

I have more exceptional news for those who are enjoying the huge increases in savings vehicles due to the Fed raising rates.
My latest message that needs to be shared is the following!
For Multi Year Guaranteed Annuities the fixed guaranteed rate is as high as 6.0% tax deferred. To learn more about these fabulous rates call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected] for your personal discussion.

06/23/2023

In case you were not aware, June is Annuity Awareness Month!!
The best and proper Annuity can address many retirement worries!

Are you worried about the effects of inflation on your nest egg?
Do you need to grow your nest egg over the next 7-10 years?
Are you afraid of losing your savings to market downturns?
Are you concerned about outliving your savings?

For a much better understanding of how Annuities can remove each of these listed worries call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 for a personal consult or email [email protected] No cost or obligation!

06/14/2023

Long-term care discussion seems to be put on the back burner for many? Expressions such as
"it will never happen to me", or "I am too young to consider this kind of protection at this time? I am a big believer that , "its better to have it and not need
it, than to need it and not have it". This article offers some very good options to be considered. Some coverage is better than nothing at all.
If you would like to learn more about "Traditional Long-term care coverage, or Hybrid LTC, or even annuity programs that provide features that will cover
LTC benefits with Qualified funds like IRA's. Feel free to give Neal Mandelbaum President of Fairway Financial LLC at call 617-538-4175 or email [email protected]
to schedule a no cost or obligation consult to learn what options best suit your needs. Protecting your assets is JOB ONE!!!

Small-business owner Jennifer found herself in a tough caregiving situation and doesn’t want to subject her family to that. What are her, and your, options?

05/31/2023

There is a great need by many who will soon retire to secure a form of lifetime Income. Most are without a pension and rely on their Social Security payment and their personal savings. A payment that lasts as long as you do is quite comforting. After so many years in this Asset Preservation market I would like to share this video that may provide a better understanding of how this can work for you. If you have any questions feel free to call Neal Mandelbaum, President of Fairway Financial LLC. 617-538-4175 or email [email protected]

Our high ratings reflect the stability and financial strength of Nationwide, one of the largest insurance and financial services companies in the world.

05/17/2023

Looking for another option to protect against the stock market volatility? This article explains how a Universal Life Insurance
policy can provide the security and protection for many years to come while achieving your retirement goals. Benefits like leaving
as much as possible to your children, growing your assets without risk ,guaranteed death benefit, tax-free cash accumulation
and LTC protection. Building and passing tax free values will be very helpful in the years to come. For more information
call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected]

When you’re wondering how to deal with market volatility, consider life insurance.

05/09/2023

During the last few months it seems that most of my appointments have been with woman looking for more assistance and knowledge preparing for their next act, retirement!
The following is a list of questions I ask each person to learn as much as possible about how they perceive Retirement.
1. What does retirement mean to you as an individual?
2. Are you confident you are well prepared financially as retirement could last 20-30 years or more?
3. When considering what you would like to do in retirement, what expenses come to mind? What would you like to spend your money on?
4. Taking into consideration your savings and expenses, what would be most important for us to consider in creating a retirement paycheck?
5. How significant is it to have sources of guaranteed income in your retirement plan?
I find these questions provide very helpful information to best remove as many concerns as possible and build a very trusting relationship. Take the time to ask yourself these questions and if you would like to discuss them further call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected]

11/28/2022

Great message for soon to be retirees as well as existing ones. There are many retirement risks that have been pointed out in this article with suggestions as to how to deal with each of them. All valid information. My first suggestion with all of my clients and perspective clients is to have
a personal consultation and learn specifically what is most important to the client. Listening is the most important part of the discussion. If you would like to share your concerns with no obligation by all means give me a call 617-538-4175 or email me at [email protected]. For retirement planning assistance, including principal protection solutions, creating lifetime income removing the concern of outliving ones funds, or even legacy planning.
Our team is available so don't procrastinate. Call me. Neal Mandelbaum, President of Fairway Financial LLC.

Stock market jitters top retirees’ list of financial concerns, but outliving your money is the bigger threat, study finds

11/17/2022

So many more discussions with folks who are leaving their jobs for numerous reasons. Some are voluntarily and others are not so lucky. Retirement, starting a new position, and sadly being let go as their department is being phased out, or moving away and others. The biggest question is, "what are my options to take my retirement account safely, and without taxes and hopefully not experiencing stock market losses. As every situation is a little different, I decided to share this very informative GUIDE for ROLLOVERS.
So, if you would like to have further discussion on this subject or you would like for me to send you this Guide for Rollovers feel free to email [email protected] or call Neal Mandelbaum 617-538-4175

Visit link for more info:
fil:///C:/Users/Owner/Documents/NA%20Rollover%20Guide%2032362Z.pdf

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10/14/2022

If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.

10/14/2022

How many new retirees do you know? Consider the spot they are in now witnessing first hand the decline of their nest egg.
Very scary to say the least. Like most of these articles they provide some valuable information. Some folks have asked, "when will it come back?"
Reading this article I feel there were some points I wanted to highlight.
"This won't be the only period of contraction in our lives...." Portfolios are more vulnerable to "Sequence of Return Risk" in early years of retirement!
Invest far more conservatively....
Consider an ANNUITY for help to offset market volatility, which could turn your payments into future guaranteed income for Life, creating a source of Income
that isn't market dependent. Last, I would encourage you to give me a call to provide information to help you potentially recover your IRA accounts!!!
Call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175, or email [email protected]

If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.