While there is no way of predicting how things will play out in the financial markets in the coming months, allowing yourself to become distracted and unsettled by volatility will likely lead to rash decisions that can disrupt your well thought out long-term plans. Instead, stay focused on what you can control. This means sticking […]
We all want to eventually retire, and a dream for many would be to retire rich. Choosing when is the best time to retire is one of life’s big decisions, and one that requires thought before taking the plunge. While financial markets should never be the main driver behind this decision, they inevitably can have
When is the Best Time? Read More »
Medicare benefits begin at age 65, but you can start getting various senior benefits years earlier. When you reach the age of 50, you can sign up for an AARP or AMAC membership and receive senior discounts. Other discounts have minimum age limits that vary by business or location, but might range from around 50
Senior Discounts in 2025 Read More »
The cost of long-term care is significant and is something that most retirees will face. There are a few ways those costs can be covered, and you may not be aware of them. The obvious ones include self-funding or purchasing long-term care insurance. But did you know that some Fixed Annuity products that provide you
Managing the Cost Read More »
After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety that exists when questions like when should you start withdrawing funds, how much is too much, will you have enough money to cover unexpected expenses, what if you outlive your
*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.