02/17/2022
Insurety Retirement & Financial Planning
Insurety Retirement & Financial Planning’s
main philosophy is one of conservatism, innovation, and safety for our clients.
I have had extensive experience in the financial industry for all of my 34 year career. From accounting, to Chief Financial Officer, to Independent Financial Services Advisor for the last 18 years, I say, “I enjoy being an independent Advisor because it provides me with the opportunity to always do what’s in the best interest of the client, through offering conflict-free advice.” I pride myself o
02/17/2022
03/22/2021
Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their website www.Briefing.com
Week In Perspective: S&P 500 sets new highs but ends week lower despite dovish FOMC statement [19-Mar-21] Updated: 19-Mar-21 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week i...
09/03/2020
Good Read!
Social Security: 3 Strategies That Can Protect Your Retirement if Benefits Are Cut | The Motley Fool Benefits could be cut in the relatively near future, so now is the time to act.
06/22/2020
Interesting and very good information!
3 Reasons It's Smart to Claim Social Security at 62 Due to COVID-19 | The Motley Fool The coronavirus pandemic has changed the way we live, and it could also affect when you should claim Social Security benefits.
02/13/2020
True words!
Retirement Planning Doesn’t Stop When You Retire Much about retirement planning is about making smart money decisions to get you to the time when you’ll retire.
02/13/2020
Call me for assistance!
The New SECURE Act Will Make Roth Strategies Much More Appealing: Here Are Five Ways To Use A Roth The SECURE Act consists of 29 provisions covering a variety of enhancements to qualified plan rules, but perhaps even more importantly, SECURE's new regs will make Roth IRAs much more appealing. Here are 5 ways to use a Roth to maximize your retirement under SECURE.
02/13/2020
A must read!
The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings Will this personal Ponzi scheme push you into a bottomless money pit from which you’ll spend a lifetime trying in vain to escape? Or worse, will you be on the hook to bail out others who fall for this increasingly popular panacea?
01/31/2020
Why You Need A Retirement Income Distribution Strategy Saving and growing assets before retirement is an important step in making sure you have a successful retirement, but just as importantly is having a retirement income distribution strategy -- a plan to create a lifetime of sustainable income in retirement.
01/31/2020
How To Reduce Taxes In Retirement Charitable accounts, where you park your retirement money and good timing all go into the mix of holding down the tax bite on your assets.
01/31/2020
Very interesting!
7 Reasons Social Security Is in Big Trouble | The Motley Fool Here are the real reasons America's most successful social program has a worrisome long-term outlook.
01/31/2020
Should You Delay Retirement? Ask Yourself These 4 Questions to Find Out | The Motley Fool It sometimes pays to extend your career -- even if that's not your plan.
01/31/2020
8 Realistic Ways to Supplement Your Retirement Income | The Motley Fool If life in your golden years is squeezing your budget, there are plenty of ways to generate some additional cash.
Click here to claim your Sponsored Listing.
Location
Category
Address
13575 58th Street N Suite 261
Clearwater, FL
33760