retirement + investors + planning

Avoiding a Retirement Disaster

Recently we’ve been approached by a few prospective clients who are just about to retire and would like a financial plan. Most have worked hard for years and now want to stop working. They are unsure how many more years they will want or be able to work. They have some money saved but have never really figured out whether they have enough to retire.

5 Myths About Social Security

Submitted by Kate Hennessy on April 18, 2019

As I get older, I’ve become more curious about Social Security.  I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+ years out from claiming benefits but  given how fast life goes by, it’s never too early to start thinking about and planning for Social Security. It’s a topic that many people shy away from, but in planning for your financial future, it’s an income stream that needs to be accounted for in a financial plan.

To kick off our series of articles on this topic, I am starting with 5 myths about Social Security:

4 Ways to Help Ensure You Won’t Outlive Your Retirement Money

If you have anxiety about outliving your retirement savings, you have company. Roughly 37 percent of current retirees say outliving their money is a big worry.

VIDEO: When is the Best Time to Retire?

Avoiding Retirement Woes

How to Avoid Retirement Woes

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions | Coastal Financial Advisors

 

 

The Importance of a Financial Advisor

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Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

Why Exit Planning is Good Business

 

We have all heard the adage that most businesses do not survive to the third and fourth generation.

 

If that is indeed the case, then what is your pharmacy’s ‘transition of care’ plan?

 

There Are Benefits to Estate Planning, No Matter Your Wealth

When you think about estate planning you probably think about legacy-style families like the Kennedy’s or people who are “wealthy”. However, each of us have an estate according to the Internal Revenue Service (IRS) and each state we live in. No matter your worth, we recommend having an estate strategy to align with your future wishes after you pass away.

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Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; PA; SC; VA; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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