You’ve spent your entire life working and saving up for your golden years. But making sure you don’t run out of money can be a complex task, and drawing income from what you’ve worked so hard to save is a bit daunting. We get it! You want to enjoy retirement, not just exist in it. That’s why, through the GenWealth Ready to Retire Process, we’ll work together to determine the income required to meet your basic needs each month and the income desired to help you live out your ideal retirement. Then, we’ll build a financial plan that brings together all the intricate details of creating that income, including maximizing Social Security, defending against taxes, and more. But financial independence doesn’t mean going it alone, so we’ll be by your side to walk with you as you apply it to your life and help you make adjustments as needed.
While the risks of fraud can affect anyone, retirees are especially vulnerable due to their reliance on fixed incomes and accumulated retirement funds. Staying vigilant and informed is key to protecting financial well-being and avoiding potentially devastating consequences.
Market volatility isn’t always bad news. Learn when market fluctuations benefit your retirement portfolio and when they pose risks. Discover investment strategies to protect your future.
Market pullbacks are normal. Learn two proven strategies to navigate volatility, stay invested, and build a diversified portfolio for long-term financial success.
Bearish sentiment at historic highs. What that really means for the stock market and, most importantly, for you!
January inflation hits 3% as food and gas prices surge. Market fears Fed rate cut delays while housing costs squeeze first-time buyers and lower-income workers harder.
Developing the right Social Security strategy can make a difference of thousands of dollars in your retirement income. Working with a financial advisor to create your Social Security strategy ensures you’re making the most of this vital retirement benefit. Let’s explore how professional financial guidance can help you optimize your Social Security decisions.
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A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
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