Meet Retirement Evolutions
Retirement Evolutions’ mission is to keep you on the path toward financial security and independence because everyone deserves a secure, independent retirement. Our primary focus is to create a comprehensive map of your personal finances that will bring all the elements of your financial life into one clearly focused picture. We work with you through every phase and stage of life by using proven strategies to ensure a lifetime of security, thanks to a lifetime of income.
One simple call. A wealth of available solutions.
Your financial professional is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult your own professionals specializing in these areas on any such matters.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JON AND KARYN ON THE RADIO
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.LISTEN
When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.LISTEN
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.LISTEN
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.LISTEN