How to Choose a Financial Advisor

Wednesday, 20 February 2019

Various financial industries strive to create standards of excellence through accreditation programs. When choosing a Financial Advisor, here are some designations you should look for.

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Is Estate Planning Only For The Rich?

Thursday, 31 January 2019

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you to pass along what you own to whom you want to receive it, the way want them to receive it, and when you want them to receive it.

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The 3 Stages of Your Financial Life

Friday, 18 January 2019

What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for life’s uncertainties. Insurance is the most cost-effective way to deal with this.

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What is an Annuity and How Does It Guarantee Income?

Wednesday, 02 January 2019

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually a stream of income you can’t outlive. An annuity is a flexible insurance contract that allows retirement savings to grow income tax-deferred and then pay out to you in a lump sum, income for life, or income for a certain period of time.

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How to Allocate Assets Within Your Portfolio When You Retire

Sunday, 16 December 2018

If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were younger, you may have invested in stocks and mutual funds for the growth and perhaps the diversification offered. You had time on your side. You invested for the long haul and could weather the ups and downs of the stock market.

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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Florida, Georgia, Kentucky, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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