What can be done to reduce those risks? You’ve been saving for years and have finally retired. There are so many world events going on, both domestically and abroad, that the only constant now seems to be change. The news is full of commentaries about market declines and inflation but we can provide you with […]
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When it feels as if the world is spinning, it’s important that you remain skeptical of promises of sure things. Is a simple and reliable investment really simple and reliable, or does it just appear that way during complicated times? “As Russia launches its blitzkrieg against Ukraine, my inbox brimmed with reports from investment firms
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Fixed Index Annuities Provide An Interest Rate – How Is That Calculated? Many wonder do annuities earn interest? The answer is yes, but it can be complicated. We will explain. Fixed index annuities (FIAs) provide an interest rate to their annuitants. Similarly, fixed annuities pay interest as well. The interest in this case is a
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Could Your Spouse Receive a Fixed Index Annuity Death Benefit? If you have an annuity (or, are thinking about getting one) you may be wondering about your annuity death benefit. Essentially, many people want to know what happens to their money when they die. The answer to this depends upon several factors, which we will
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This week’s article includes 4 ways for us to prepare and save enough to retire in 10 years. But we have the 5th idea, not mentioned in this article! As you accumulate savings meant to carry you through retirement (alongside your social security), we suggest putting some or all of those savings into a place
A survey released in 2019 found that 46% of Americans are guessing at how much money they need for retirement. With increasing life expectancies and financial uncertainties, guesswork is playing a big part in determining whether Americans have enough saved to make the decision to stop working and cross over to retirement. Our office can
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Are you holding your breath starting to worry about the market again? Fortunately, you can build a diversified portfolio with principal protection. Our team at Retallick Financial Group can assist you in building your portfolio in a way that distributes risk and prepares your retirement savings for growth in a variety of economic environments. If
Starting to Worry Again? Read More »
Whether you’re recently retired, nearing retirement, or a few years in, an annuity can help build tax-deferred savings. Why is that important? Annuities can provide a guaranteed lifetime income to supplement your social security. According to a Gallup poll, 85% of investors “strongly agree that it’s important to have a guaranteed income stream in retirement
Is Your Social Security Check Going to be Enough For You? Read More »
As a reminder when you are considering where you can place your hard-earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance company absorbs the risk of market downturns, guaranteeing a minimum floor,
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Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide you with all of the updated information. (239) 444-5980
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Donald L Retallick III
FL Insurance License # P109239
Retallick Financial Group
Florida Lic. #L096591
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
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By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.