Target Your Retirement

Did you know you can get tax-free income benefits from life insurance?

Key takeaways:

• How does term insurance work?
• Does everyone need life insurance in retirement?
• How does Arrowhead Retirement position permanent life insurance?

"I HATE annuities… and you should too." A famous investor pays millions of dollars advertising that sentiment. All you have to know is: Follow The Money.

Key takeaways:

• What type of annuity typically has a negative opinion associated with it?
• Learn about the features of different annuities to discover if one might fit your situation

The 60/40 split – or 60% stocks and 40% bonds – was introduced in the 1950s as a measurement of risk. Does it still work today?

Key takeaways:

• Understand how bonds don't avoid risk entirely
• Learn how annuities can be a great alternative to complement the market volatility of stocks

Discover the two words that can derail your retirement if your advisor uses them when giving advice to you.

Key takeaway:

• What should you do if you hear one of the two words?

Annuities are a polarizing subject in finance. There are so many opinions about them. Today, we discuss five misconceptions about annuities.

Key takeaways:

• Discover five reasons why an annuity actually might be appropriate for you
• Find out how you can learn more about annuities and how they can potentially help your retirement

Many pre-retirees and retirees have already "won the game" although they're still playing the same way with unnecessary risk. Do you have too much volatility in your portfolio?

Key takeaways:

• Does the 4 percent withdrawal rule work?
• Two accounts that started with the same amount average 10% over two years. Yet there is a $210,000 difference in value. How can that be?

Social Security is a buzzworthy topic. We have all contributed to Social Security, but will we all receive the benefits? And if you have a pension, consider yourself lucky.

Key takeaways:

• Is Social Security solvent?
• Pensions are going extinct. How can you make sure you have one in retirement?

We are living longer, which is compounding risks in retirement. And with inflation rising, how can we protect ourselves?

Key takeaways:

• Understand how inflation works and how to prepare for it
• How does longevity multiply every other risk in retirement?

Have you planned for out-of-pocket healthcare expenses in retirement? What about long-term care? What if I told you healthcare expenses can completely derail your entire retirement? Would you believe me?

Key takeaways:

• Discover the different parts of Medicare
• Understand the financial burden a long-term care requirement can be on your retirement

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