Retirement Rules: Myth vs. Reality - Retirement scenario projections have changed over the past ten years. You deserve to have a personalized plan that addresses your retirement in the way you want it. Get the conversation going by emailing me at firstname.lastname@example.org Source: LPL
Your Money Personality, How It Affects Your Wealth - Knowing your money personality can provide clues to unhelpful money habits. Source: Forbes
9 Essential Estate-Planning Documents - Having an updated will is one of the most important elements of a financial plan, yet most Americans put it off. Having a financial planner help you think through possible scenarios is how you work towards getting it done. Let me help you feel more confident when you have made the financial life choices that are important for your family. Source: LPL
13 Tips for the Suddenly Rich - If you buy lottery tickets, or expect an inheritance or have a business to sell, these steps can be critical! Source: 247 Wall St.
10 Financial Choices You'll Regret in 10 Years -"Many people ask me to explain the basics of how to become financially confident. Here are the most important steps to take. I can help you set up an action plan to get you from where you are working towards where you want to be. Call 425-468-6102 to schedule an appointment." Source: Forbes
Do Women & Men See Money Differently? - Women make financial decisions differently than men. They seek advice differently too. If you have questions about social security or funding your retirement, give me a call, I am passionate about helping women address financial security. 425-468-6102. Source: Kiplinger
Tips for Women Who Want to Work Longer Before Retiring - Women who love their jobs or have a fulfilling business love the idea of working longer than traditional retirement age. I'm all for that...as long as you have a back-up plan incase retirement comes sooner than expected. Working longer doesn't give you permission not to have a good financial plan! Source: Forbes
8 Smart Shopping Tips for Retirees - When my clients get ready to retire, we put together a proposed Spending Plan. I like that term over budgeting, because it allows the person to prioritize their money on what makes them happy and life meaningful. Let's get going on your plan right away. email@example.com Source: LPL
The 5-Year Countdown to Retirement - There is a lot to consider when you get close to retirement. That's why sitting down with a trustworthy financial planner and creating a personalized plan is so important. I have a practice centered around helping you pursue the retirement your envision. email me for a personal session firstname.lastname@example.org Source: LPL
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Stock investing involves risk including loss of principal.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
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