Brian Dray, Wealth Advisory Gourp

11/14/2023

02/23/2023

Times change and so might your retirement situation. If you have an annuity as part of your plan, let’s chat and see if keeping or exchanging it makes sense.

02/21/2023

Everyone has fears. And many of us have the same fears when it comes to financial wellbeing. ​https://blog.massmutual.com/post/financial-fears-you-must-face​t-bear-market

02/16/2023

You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Think about rolling over your qualified retirement savings accounts into a fixed annuity to defend against market risk and guarantee your income. https://bit.ly/3xwjBOB.

02/09/2023

It may not be best to immediately start pulling money from your retirement accounts as you exit the workforce. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments and plan for a long retirement. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.

02/02/2023

2022 was a tough time for a lot of people and concerns about the economy have rarely been higher. Let’s get past the doom and gloom and talk through your plans to weather the rocky economy. https://www.massmutual.com/about-us/news-and-press-releases/press-releases/2022/11/massmutual-consumer-spending-and-saving-index-inflation-and-recession-fears-have-americans-looking.

01/31/2023

Small business owners usually don’t have the luxury of plan-sponsored retirement plans. Don’t let that stop you from saving— you can create your own pension-like income. Connect with me to learn more. https://blog.massmutual.com/post/fixed-deferred-annuity-business

01/31/2023

The biggest mistake people make with estate planning is not having a plan at all. Start with a will and build your estate plan from there. I can help you plan ahead.

01/26/2023

Annuities are a great way to allow your savings to grow tax-deferred. Let’s get together to discuss how to keep as much money in your pocket as possible. https://bit.ly/3XGt4yi.

01/24/2023

Women are making better headway when it comes to long-term investments, often outperforming their male counterparts. Learn what women do right when it comes to retirement investing. https://blog.massmutual.com/post/retirement-planning-women-right

01/24/2023

According to MassMutual, a majority of business owners say their business and personal financial wellbeing are interrelated. Yet nearly the same percentage keep those financial plans separate.