Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.
Source: LIMRA, Small Business Owners Consortia Study, December 2023
Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk. https://t.co/TiqMnOSySH
Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.
With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions. https://t.co/8N1GRDjR6S
Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchase cost over time. Is dollar-cost averaging right for you? Learn more: https://t.co/FwuX2T6PHU.
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your unique goals and risk tolerance.
After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more. https://t.co/ucucvS0xhT
A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business. https://t.co/cMaJhINs9N
Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.
Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs. https://t.co/sUONdL8zOS
Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions. https://t.co/qItEpC8MDl
What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how laddering may fit in. https://t.co/uThpY9DAD1
If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio assets.
https://t.co/7WYG7KClBY.
Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package. https://t.co/nxPnZVLfPK