SOS - Securing, Optimizing, & Satisfying Your Retirement Goals

11/23/2023

ROTH CONVERSION.
SHOULD you consider it?

11/11/2021

I loved being part of Beefy Marketing new podcast, The Beef, this week! I talked about my business and all the intricacies behind retirement planning. If you want to learn more about Preserving Your Money and getting ready for retirement, make sure to listen to The Beef at the link below-- and subscribe to their show, because they’re releasing more episodes with local business owners every Thursday! 🐂 https://linktr.ee/BeefyMarketing

11/05/2018

A few photos from this past weekend! We would love to see all of the photos from that night! So please send them to Carla or comment them below 👇

11/05/2018

Our 2018 SOS Ambassador event, we had an amazing overnight stay at the Hilton America’s and a lovely dinner at Vic & Anthony’s Steakhouse.

Thank you so much to all of our SOS Ambassadors for making this night memorable. We would also like to thank you for all of your referrals and allowing us to assist your friends and family with retirement planning.

To become an SOS Ambassador and attend our Ambassador Event in 2019 you must refer friends, family, co workers or anyone that you believe can benefit from what we do!

08/17/2018

We would like to thank everyone for joining us last night at our Wine & Wisdom Event!

With the help from Carmen the owner of Buy The Glass Wine Bar and Lounge and her amazing staff we definitely enjoyed ourselves and our clients did too!

Seeing are clients having a great time and making new friends is what we live for!

05/04/2018

Learn these nine things retirees should purge from their wallets immediately.

You've worked hard to build your retirement nest egg. Don't let a lost or stolen wallet turn you into a victim of identity theft, tax fraud or other financial scams.

05/01/2018

Early retirement vs. flexibility

Ever dreamed of retiring in your 30s or 40s? These people did it, fueled by an extreme code of frugality called the FIRE movement.

04/26/2018

7 things American workers and their families should know about Social Security disability insurance.

Social Security disability benefits could provide much-needed income for you and your family if you're unable to work.

04/25/2018

Here are some of the most common financial myths about retirement, as well as the truths and realities behind them.

Separating financial facts from fiction will help you budget correctly for retirement.

04/23/2018

How many apply to you or to someone you know?

Only 12% of U.S. women who work are truly confident they’ll be able to retire comfortably, according to a report issued recently by the nonprofit Transamer

04/21/2018

Two things you can control: How much you save and how much of your return you keep in your pocket.

Don't leave yourself counting on high returns to reach your retirement goals.