Asset Protection
Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees, can provide a source of supplemental income throughout your retirement.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
Learn more about asset protection by visiting our LEARNING HUB.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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An investment in knowledge pays the best interest.
There Are Two Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.
January Economic Update
In this month’s recap: Equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum.
The A, B, C & D of Medicare
Breaking down the basics & what each part covers.
The Netzel News
In this Issue: Website launch and client portal. Economic recap for the week ending January 28, 2019. The 10/10/10 rule. Golf Tip and A Good Quote. NEW!! The Roxie Report. From the LEARNING HUB: Can You Psych Yourself Up to Save More? and Tax Considerations for Retirees.
Your 2019 Financial To-Do List
Things you can do for your future as the year unfolds.
An Executor Checklist
The steps you may need to take to fulfill a major responsibility.
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win.
Your Financial Co-Pilot
If anything happens to you, your family has someone to consult.
Do You Find Yourself Rethinking Tax Considerations When Planning to Retire?
Are you rethinking tax considerations when planning to retire? Are you aware of the major tax breaks?
Wealth Management: Staying out of debt once you get into debt.
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet.
