annuities – Retirement Evolutions | Retirement Planners and Financial Advisors Tuscon, AZ

The Right Way to Treat Your 401K

If you have a 401K it is important that you treat it properly to avoid costly mistakes when dealing with this valuable asset. Today, Jon covers ways to properly manage your 401K and how to maximize the benefits it can provide your retirement.

Eight Topics That Involved Retirement Planning

Today, Jon discusses eight topics that may get overlooked in the retirement planning process, yet are crucially important to address in order to achieve a successful retirement that meets your unique needs.

Make Your Retirement Strategy A Routine

Developing a retirement plan is a dynamic process. The best retirement outcomes tend to be those where the person follows a process or routine. This boils down to a simple 5 step cycle: plan, diversify, revisit, rebalance, and repeat. Today, Jon discusses what each of these steps is comprised of and how to integrate them into your retirement planning routine.

Indispensable Income Sources for Retirement

The most common fear associated with retirement planning is outliving your money. Today Jon discusses the most common sources of retirement income and ways in which to make sure that you do not come up short in retirement.