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floraclinton1200 · 2 years
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To obtain your free copy of the "Retirement Hero" please call Allied Wealth at 844-944-7555
As a reminder to everyone in the program that we are going to do something a little different today, today we are going to spend a certain focus on insurance and insurance needs.
"Retirement Hero" is a practical guide to help eliminate obstacles on your financial and retirement journeys. This booklet discusses general concepts for retirement income planning and is not intended to provide tax or legal advice. Individuals are urged to consult with their tax and legal professionals regarding these issues. This book is written by a dear friend of mine named mark Loffenberger and Marcus who I consider to be the godfather of insurance.
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florakristyvlog · 2 years
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Take the time to assess your current and future tax situation. The early years of retirement are prime time for tax management strategies. The first years of retirement may provide a temporary dip in taxes and while it is tempting to enjoy paying no or low taxes for a few years, it may be best to take a different approach. 
Consider taking some money out of your tax-deferred retirement accounts while in a low tax bracket. Retirement accounts are designed to provide you with income when you stop working and are a precious asset. Without a retirement plan, you will have no choice but to work past the "traditional" retirement age, as it is unlikely that Social Security will provide you with sufficient income. Most retirees earn from multiple sources, so each source may be taxed separately.
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timothyplofton · 10 months
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 Blueprint Show with Tim Lofton on NBC - Original Air Date...
The RetirementDid you miss Sunday's episode on NBC?  "Mistakes people make in and approaching retirement".  Tune in now by clicking the link below to watch this episodes and past episodes.  Call us today for a complimentary review at 855-684-3485.#aximplanning #aximwealth #theretirementblueprint #nbc #retirementplanning #retiresmart #retirementgoals #retirementplan #retirementblueprint #retirementincomeplanning
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captainusmanlove · 3 years
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Steadfast Income Solutions is a Financial Consultant Company in Reisterstown,MD. We are your number one choice in the area for Retirement Income Planning, Mortgage Debt Reduction, and Social Security Timing services! #RetirementIncomePlanning #PremiumFunding #MortgageWealth http://bit.ly/2Ud1pVP
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floraclinton1200 · 2 years
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youtube
Call us today to let Allied Wealth help you get to financial confidence and go through the process: 844-944-7555
Join Allied Wealths Ryan Wheless, Matt Stevenson, and Peter Lott on Sundays at 10am to discuss everything retirement, planning, and risks you want to avoid when planning.
Ryan Wheless, CEO & CIO, Allied Wealth Subscribe 🙏 https://www.youtube.com/channel/UC13Q...
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floraclinton1200 · 2 years
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youtube
Market risk is the risk of loss in financial investment due to adverse price movements or it is the risk of change or decrease in the value of investments due to changes in uncontrollable market factors. Market risk is largely caused by economic uncertainties, which may impact the performance of all companies and not just one company. Changes in the price of equities or commodities, changes in interest rates, or fluctuations in foreign exchange are some examples of market risk.
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floraclinton1200 · 2 years
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youtube
Do you know what bonds are generally used for in an overall portfolio? Also, I will discuss bond value. We typically add bonds to a portfolio to reduce volatility and reduce risk. Market interest rates and bond prices move in opposite directions, meaning as rates increase, bond values will typically fall. Interest rate fluctuations affect bond prices inversely, with prices increasing as rates go down and decreasing as rates go up. 
Stocks are not directly affected by rising rates, but investors tend to chase better returns by moving to stocks when rates go up. When interest rates rise, the cost of borrowing money becomes more expensive. This makes certain products and services more expensive, such as homes and cars. This results in lower demand for products and services when consumers spend less. The demand for goods and services will then drop, which will cause inflation to fall.
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florakristyvlog · 2 years
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youtube
Follow our previous video where we analyzed Bob and Linda's current holdings in their 401k ie in the video where we analyzed Bob and Linda's current holdings as we worked towards creating a retirement plan for them and now we want to show you the next step where we Bob And going to put Linda's retirement to the test. In a few different ways both with what they're currently doing with the 401k and perhaps a few tweaks that we would consider in building our partnership together. 
Having a solid financial plan could be the key to long-term financial stability. The stress test allows you to make sure life's unexpected events don’t derail your retirement goals. Having a Plan Is Not Enough! Each one of us has individual goals, lifestyles, and experiences that shape the way we travel through life. 
Yet, so many people still follow broad, one-size-fits-all retirement plans. How does that make any sense? It is important with any retirement savings stress test that it be conducted mindful of the probability that the circumstances illustrated actually occur.
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timothyplofton · 2 years
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(via New Bill Would Allow Plans to Use Annuities As Default Investment)
New Bill Would Allow 401(k)s To Use Annuities As Default Investments
Lol, it's called a pension ... they act like this is something new.  They took away pensions so retiree's have basically had to purchase their own pension (and have been for years) and the introduce this idea like it's a new epiphany.  The DOL was basically making things very difficult and I guess enough people pushed back.  Well done!
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Be sure to check out our website to read up on all of the services we offer at Steadfast Income Solutions. #RetirementIncomePlanning #PremiumFunding #AssetBasedLPC #MortgageWealth http://bit.ly/2Ud1pVP
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Be sure to check out our website to read up on all of the services we offer at Steadfast Income Solutions. #RetirementIncomePlanning #PremiumFunding #AssetBasedLPC #MortgageWealth http://bit.ly/2Ud1pVP
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Ensure your Retirement Income Planning needs are handled by the best and done right the first time. Give Steadfast Income Solutions a call today at 1(443) 372-4076 for more information! #RetirementIncomePlanning http://bit.ly/2MKXej7
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Ensure your Retirement Income Planning needs are handled by the best and done right the first time. Give Steadfast Income Solutions a call today at 1(443) 372-4076 for more information! #RetirementIncomePlanning http://bit.ly/2MKXej7
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Make Steadfast Income Solutions your first choice for any of your Retirement Income Planning needs. Call us today at 1(443) 372-4076 for more information! #RetirementIncomePlanning http://bit.ly/2MKXej7
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