Uncertainty continues to be the only constant, and volatility is likely to continue as the market reacts to the changing trade landscape. While that can be nerve-racking, our position has always been one of prudence and remaining resilient when mitigating the risk of you losing your hard-earned retirement savings. We believe that will continue to […]
Our Ideas are Resilient by Design Read More »
We all know that it is not uncommon for one spouse to be the primary decision-maker when it comes to managing a couple’s money. But this approach can have consequences. One major consequence is if the spouse with the hold on the couple’s financial situation becomes incapacitated or dies, the other spouse may find themselves
Baby boomers—the generation born between 1946 and 1964—have long bolstered the American economy. Their sheer numbers aided the economy’s rapid growth for a long time, and because all workers paid into Social Security, the system appeared to be functioning well. However, the number of retirees increased dramatically in 2008, as baby boomers began to leave
2024’s Record Number of Retirees May Spark a Recession Read More »
We often speak with individuals who provide us with calculations for our retirement income, which calculations are based on various assumptions, from asset allocation to market projections to future returns that may turn out to be wrong. Assumptions are only ever indicative or directional, and while a valuable exercise, a retirement strategy based on these
Chances of Success Read More »
*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.