Retirement Pension Review

05/15/2024

New headshot for the website update

07/19/2022

This shows the danger of sequence of returns risk in retirement. How a market drop just before or after retirement can dramatically affect your ability to retire with the income you need.

Conceptual, yes, but the graphic below represents that actual ups & downs of the S&P 500 for almost 100 years. If you are accumulating wealth, the RED years are opportunity, but if you are in, or near retirement, they can represent disaster. Which option would you choose?

03/21/2022

Are you tired of the high fees and enduring stock market losses in you 401k/IRA?

Would you like to learn about an IRS-approved tax-free retirement plan that participates in stock market gains without risk of stock market losses?

Click the link to watch the short video:

If most people who retire with an IRA or 401k are not financially free...why do we continue on that path? There is an asset class that will grow your money risk-free and tax-free. Learn here now!

03/21/2022

Would you like to achieve stock market growth without stock market risk?

Are you tired of the high fees and limited investment options available in your 401k plan?

Would you like to be able to access your hard-earned retirement savings tax-free at any time and without punitive IRS early withdrawal penalties?

Click on the link below to watch a short video to learn more:

If most people who retire with an IRA or 401k are not financially free...why do we continue on that path? There is an asset class that will grow your money risk-free and tax-free. Learn here now!

03/20/2022

Did you know that you are entitled to a spousal benefit if you are divorced?

DIVORCE can be tricky as your ex-spouse may be eligible to receive your Social Security benefits. With the splitting of assets and things, it’s important to remember that Social Security should als…

03/14/2022

Did you know that 90% of Social Security recipients do NOT receive the full benefits that they are entitled to?

Would you like to know when the best time to take your social security benefits and how you can maximize the benefit?

Click on the link below to schedule a complimentary 15-minute phone call with a Certified National Social Security Advisor to learn how to get your MAXIMUM Social Security benefit:
https://tinyurl.com/social-security-maximize

Must have $100,000 or more of retirement assets to qualify for the complimentary social security maximization report

03/11/2022

https://www.thinkadvisor.com/2022/03/11/harry-dent-market-crash-has-begun-fireworks-to-blow-by-june/?kw=Harry%20Dent:%20Market%20Crash%20Has%20Begun%3B%20%27Fireworks%27%20to%20Blow%20by%20June&utm_source=email&utm_medium=enl&utm_campaign=dailywire&utm_content=20220311&utm_term=tadv

Losses will be so steep that “financial advisors are going to need bodyguards,” the “Contrarian's Contrarian” predicts.

03/09/2022

https://www.the-sun.com/money/4842750/how-remarrying-affect-social-security/

GETTING married again can affect your monthly Social Security benefits. So before you walk down the aisle, you might want to check if your financial situation will change. It can be frustrating thi…

03/07/2022

https://www.cnbc.com/2022/03/06/target-date-retirement-funds-work-up-to-a-point-when-to-reconsider.html

When you start accumulating assets elsewhere or are approaching retirement, it may be worth examining whether you should part ways with your target date fund.

03/02/2022

https://www.forbes.com/sites/davidrae/2021/12/09/the-5-ways-to-maximize-your-retirement-income-from-social-security/?sh=6e69c9cf243e

A good financial planner should be able to help you answer your various Social Security questions and find the right time for you to claim Social Security benefits.

03/02/2022

Certified National Social Security Advisor.

Contact me to schedule your free social security report to learn how to maximize your social security benefit and determine the best time to take your benefits.

Click to schedule via Zoom
https://tinyurl.com/social-security-review