Gather your current financial plan and evaluate your retirement goals. Do you think you will outlive your savings? If yes, text 408-854-1883 for our field underwriter to show you a plan. Do review your current plan with your family, advisors and other pros. Fixed Index Annuities are savings you wanted to keep for at leastContinue reading “401k to annuities plan worksheet”
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From spender at 20 yrs old to senior citizen at 66 yrs old
Life teaches us a lesson. Before we lose everything, create a budget and save. It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments. Call for appointment. Connie Dello Buono, retirement plannerContinue reading “From spender at 20 yrs old to senior citizen at 66 yrs old”