News

16
Sep

WANTED Dead or Alive: Your Estate!

WANTED Dead or Alive: Your Estate! A recent study suggests that up to 60% of Americans lack wills and simple estate planning documents. While formal estate planning is an essential part of planning how to leave your assets (one that we can assist with) – You also MUST be sure that your qualified assets (401(k), IRA, Roth IRA, 403(b), etc.)

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5
Sep

Retirement Planning Specialist vs. Money Manager

Retirement Planning Specialist vs. Money Manager As a Retirement Planning Specialist, we’re focused on providing you more guaranteed income and protecting your money at the least amount of cost. Money Managers are focused on growing your money at all costs. Check out this video below to learn about all of the services we provide Savers as Retirement Planning Specialists and

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28
Aug

Mistakes Savers Should Avoid When Rolling Over YOUR 401(k)

Mistakes Savers Should Avoid When Rolling Over YOUR 401(k) Author: Connie Fortney – 401(k) Rollover Specialist What is a 401(k) Rollover? Depending on one’s circumstances, rolling a present 401(k) to an Individual Retirement Account (IRA) is the best way for Savers to maximize their options. This moving money from one type of retirement account to a different type of retirement

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26
Aug

Far More Than Just Annuities

Far More Than Just Annuities I often joke about being ‘The Annuity King®’ due to my personal production and understanding of these products. I’ve been one of the highest individual producers of these products since they hit the financial scene in the 1990s and early 2000s. While I’m very happy with how much protection and guaranteed income we’ve been able

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26
Aug

Put Guardrails Around Your Money

Put Guardrails Around Your Money   Let’s Get Started! Source: WorryFree Retirement Put Guardrails Around Your Money

20
Aug

Theory of Opportunity Cost

Theory of Opportunity Cost Savers should always be concerned about counting their costs when it comes to retirement saving. Trying to save when fees and taxes are eating away at returns is like trying to fill a leaky bucket.   Let’s Get Started! Source: WorryFree Retirement Theory of Opportunity Cost

13
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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13
Aug

Real World vs. Perfect World 401(k)

Real World vs. Perfect World 401(k) As I always say, the 401(k) is a GREAT savings tool, but a lousy planning tool in retirement. Check out this video from the latest episode of The WorryFree Retirement® where Tony explains how saving within the 401(k) in the Real World is far from a Perfect World scenario when inflation, fees and taxes

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8
Aug

Tony’s Five Keys to Retirement Success

Tony’s Five Keys to Retirement Success Everybody seems to have their own keys to success. I came up with my own little pyramid of retirement success… It’s not as rambunctious and thorough as the great Coach John Wooden’s, but it’s pretty good if I do say so myself! These are five keys to a successful retirement that I’ve learned over

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8
Aug

Mark Twain Would Have Loved Tony’s Latest Video

Mark Twain Would Have Loved Tony’s Latest Video Famed author Mark Twain once said, “You never really know someone til’ you share an inheritance with them.” No more true than this statement is the fact that many of the people Tony meets have no estate plan in place, or if they do, have outdated documents in place. If you’re okay

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