HTM Retirement Planner

HTM Retirement Planner I've been helping families with financial protection and wealth transfer since 2013.

Start by taking stock of your current financial situation. Make sure you know exactly how much you have in savings and i...
06/28/2023

Start by taking stock of your current financial situation. Make sure you know exactly how much you have in savings and investments and how much you need to save in order to reach your retirement goals. Once you have a better understanding of your finances, you can adjust your retirement plans accordingly. Consider increasing your contributions to retirement accounts or adjusting the amount of risk you are taking on with investments.

Message us today to get information on retirement plans designed to survive the recession.

Don't let retirement weaken your financial future: take action now! Retirement is a major life event, and it can often c...
06/14/2023

Don't let retirement weaken your financial future: take action now! Retirement is a major life event, and it can often cause financial stress if you are not properly prepared. Taking proactive steps to secure your financial future before retirement is essential for a comfortable and secure retirement. There are many things that you can do now to ensure that your retirement years are financially secure. Developing a plan for retirement, creating a budget, and making smart investments are all key steps to take for a strong financial future.

Contact us now to discuss the allocation of your assets to achieve tax-free lifetime income to secure your retirement.

The first step in navigating the market volatility is to develop an investment strategy that works for you. Before you b...
06/11/2023

The first step in navigating the market volatility is to develop an investment strategy that works for you. Before you begin investing, it is important to understand your risk tolerance and the types of investments that are best suited to your portfolio. Be sure to diversify your investments across asset classes, such as stocks, bonds, and real estate. This will help to spread your risk and maximize your potential returns.

Contact us today to discuss how to select a strategy that will protect you from market risk in your retirement.

06/09/2023

Creating a retirement plan that includes healthcare coverage can be a daunting task, but it doesn’t have to be. With the right information and planning, you can make sure that you are prepared for any medical expenses that may arise in the future. Get started now and make sure that you are on the path to a secure and healthy retirement.

Contact us now to discuss how to plan for health events in your retirement.

Retirement savings should be a top priority for everyone, as they are the foundation of a secure financial future. Takin...
05/31/2023

Retirement savings should be a top priority for everyone, as they are the foundation of a secure financial future. Taking advantage of high-interest rates is a great way to maximize your retirement savings. High-interest rates allow you to earn more money on your savings, thus amplifying the returns on your investments and helping you accumulate a larger nest egg.

Contact us today to discuss how to leverage the rising interest rates to fund your retirement, and to avoid the next market downturn.

This Memorial Day, take a moment to honor and remember those who have made the ultimate sacrifice for our freedom. It is...
05/27/2023

This Memorial Day, take a moment to honor and remember those who have made the ultimate sacrifice for our freedom. It is also a time to be thankful for the blessings in our lives and to be with the people we love. Make the most of this special weekend and enjoy each other’s company. Share stories, laughter, and smiles with the ones you hold dear. Have a memorable Memorial Day weekend!

Taking life expectancy into account when planning for retirement is key to making sure that your retirement years are se...
05/26/2023

Taking life expectancy into account when planning for retirement is key to making sure that your retirement years are secure and enjoyable. With improved health care, better nutrition, and advances in medical technology, people are now living longer than ever before. This means that you need to plan for a longer retirement than you may have originally planned. You will need to consider how long you are likely to live and plan accordingly. This can include making sure that you have enough saved to last through your retirement years, as well as planning for any medical costs and other expenses that may come up during your retirement.

Message us today to discuss how to best plan for your retirement.

Setting up a Roth IRA now can make a big difference when you retire. A Roth IRA is an individual retirement account wit...
05/25/2023

Setting up a Roth IRA now can make a big difference when you retire. A Roth IRA is an individual retirement account with a number of benefits, including tax-free growth and tax-free withdrawals in retirement. It offers the opportunity to save for retirement now – and still enjoy tax-free growth and withdrawals later. You can start with a low initial investment, and you won't be taxed on any earnings.

Contact us now to discuss Roth IRA and other tax-free retirement plans.

Are you getting ready to retire? If so, you may know that Social Security benefits alone won't be enough to cover all of...
05/24/2023

Are you getting ready to retire? If so, you may know that Social Security benefits alone won't be enough to cover all of your expenses and provide you with the lifestyle you're looking for. So, how can you make sure your retirement years are comfortable and secure? Here are some tips to help you plan for your future beyond Social Security. First, start saving as early as possible. It's never too soon to start putting away money for retirement. Second, make sure to set aside a portion of your income each month. Third, consider taking advantage of tax-free retirement plans. The more you save, the more you'll have to draw on later. Contact us now to discuss how to best prepare for your retirement.

If you are eligible to receive Social Security benefits, you must decide whether to retire at age 62 or wait until age 6...
05/22/2023

If you are eligible to receive Social Security benefits, you must decide whether to retire at age 62 or wait until age 67. At age 62, you can begin collecting Social Security benefits, but the amount you receive will be significantly lower than if you wait until age 67. On the other hand, waiting until age 67 may mean you have to work longer and may not have access to certain benefits, such as employer-sponsored health insurance.

Contact us today to explore your retirement options.

When it comes to retirement planning, you may be focused on saving for your future. But don't forget to take into consid...
05/22/2023

When it comes to retirement planning, you may be focused on saving for your future. But don't forget to take into consideration the US national debt ceiling. If the government exceeds the debt ceiling, it could mean higher taxes, reduced government spending, and higher interest rates on loans. The US national debt ceiling affects everyone, so it's important to be aware of its implications when planning your retirement.

Contact us today to start your retirement planning process.

Address

2900 S. Harbor Boulevard, #225
Santa Ana, CA
92704

Opening Hours

Monday 8:30am - 8pm
Tuesday 8:30am - 8pm
Wednesday 8:30am - 8pm
Thursday 8:30am - 7pm
Friday 8am - 8pm
Saturday 11:45am - 5pm

Telephone

+17148336895

Website

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