Michael Rochford

02/27/2024

Don’t go it alone! I can help you get started.

02/22/2024

Income protection is a key element of overall financial wellbeing, especially for those within the medical community. Let’s make sure you’re protected. https://bit.ly/4bLfnp0.

02/21/2024

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

02/21/2024

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

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*Dividends are not guaranteed.

02/20/2024

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.

https://bit.ly/48tSBPz.

02/19/2024

This Presidents' Day, we salute our nation's leaders – both past and present.

02/14/2024

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

https://bit.ly/3SCGNoA.

02/14/2024

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://bit.ly/3OFio0n.

This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

02/14/2024

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

https://bit.ly/3SYK6b2

02/10/2024

Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!

02/07/2024

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.

https://bit.ly/3OvcUoD.

02/07/2024

Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax diversification options and the possible outcomes.

https://bit.ly/3uzUkoC.