Some people still have a traditional pension waiting for them to provide retirement income, but most do not. There are many strategies and options available to build one for workers who don’t have one available. Jon and Karyn take a look at straightforward steps you can take to build that lifetime retirement income using many different sources – Social Security, home equity, real estate holdings, annuities, and more.Take a Listen
Many things can be done on your own for retirement planning, but there are areas where having a trusted financial professional can be a great benefit. Today Jon and Karyn go over four specific areas such as Social Security optimization, tax diversification, and others, where professional help can help maximize your ability to be sure the income is there for your post-working years.Take a Listen
The stock market is remaining strong as we enter the final months of 2018 – but it eventually will start a downward trend of some kind. Today Jon and Karyn talk about the proper steps to take to be sure your investments for retirement are positioned so when this does occur, losses can be kept to a minimum and your nest egg stays safer to preserve your funds – and maybe even preserve your retirement.Take a Listen
People need to make certain assumptions about their money to build a solid retirement foundation. This often includes investments, expenses, income needs and more. Today Jon and Karyn discuss what all of these are, why they are important and how to address each area to be sure you have what you need – when you need it.Take a Listen
Are you really prepared to make the transition from work to retirement? Today Jon and Karyn talk about the preparation needed to make sure it works – especially involving retirement income, protection from high costs of health care, asset allocation and more.Take a Listen
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