How to Retire on Time

“Hey Mike, with interest rates going down and savings, CDs, and bonds going down with it, where should I go for protection with better growth potential?” Discover various investments and products that offer principal protection and growth potential, and their associated benefits and detriments. 

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“Hey Mike, I was pitched an annuity with something called a trigger rate. What is that, and is it worth it?” Discover the nuance found within fixed-indexed annuities and their cash value growth potential. Remember, there’s no such thing as a perfect investment, product, or strategy. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, it’s Open Enrollment season for senior benefits. What should we know before we review our options?” Discover conflicts of interests, potential tax problems and more when it comes to your senior healthcare plans and open enrollment season this year. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do you go through the process of selling a business?” Discover the steps you may want to take before you put your business up for sale so you can potentially get more money out of the sale.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m having a hard time understanding how income works in retirement. I don’t have a pension. Can you explain how people generate income in retirement and why they pick certain strategies?” Discover the benefits and detriments of various income strategies that you can implement from your 401k when you retire.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m retired and going crazy. What should I do?” Discover how to design your retirement lifestyle to help you feel happy and fulfilled.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m 65 and looking at my healthcare options. What do you recommend?” Discover the difference between traditional senior healthcare, supplement plans, and advantage plans and how they also can play a role in your tax planning. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do you do year-end tax planning? Discover why there’s more to do at the end of the year than figure out how much you want to convert from IRA assets to Roth assets. Year-end tax planning may also include gifting planning, healthcare planning, and income planning for the next year.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what do you think about the bucket strategy?” Discover how the bucket strategy works when it comes to your retirement income so you can determine if it is right for you or not.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m having a hard time understanding fees. I am paying my current advisor 1%. All of the mutual funds he has recommended have fees as well. Is this normal?” Get Mike’s not-so-common opinion on advisory fees.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.