Gersbach Financial Services

Gersbach Financial Services

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Licensed financial advisors that help position existing assets and cash flows to achieve Goals effic

JPMorgan: Don't Withdraw More Than This Much from Your Retirement Accounts 08/28/2022

Still think the old wisdom of the 4% safe withdrawal rule will work for you? Check out this article from JP Morgan and see why using guaranteed income and taking more risk with your remaining assets may be the smart way for your own retirement income strategy. Pay for income and Invest for Growth.

JPMorgan: Don't Withdraw More Than This Much from Your Retirement Accounts JPMorgan Chase says ongoing inflation and an outlook for sharply lower returns for investors means that retirees should toss the long-standing 4% rule. That's the rule that says retirees can safely draw down their savings by 4% per year without … Continue reading → The post JPMorgan Says You Can...

Why You Should Opt For Life Insurance At A Young Age 03/25/2022

When looking at , you're probably familiar with the saying, "It's not timing the market that's important, it's time IN the market."

Did you know that holds true with your life insurance too?

Why You Should Opt For Life Insurance At A Young Age You are young and carefree today, but as you grow older, your responsibilities will grow. That is a certainty. If you have children, you will have to provide for their education, your retirement as well as care for aging parents. That too, is a certainty. Keeping inflation and the improbabilities

03/19/2022

Buying life insurance doesn't have to be a hassle.
Register here for a free quote - https://calendly.com/gfsllc/fast-free-no-obligation-quote
Some common reasons why people don't have life insurance
You are not sure that its affordable....
Are tired of all the paperwork....
Think that the application process is too long....
Are worried if you can even get coverage because of a medical condition...
Or need a specialist to speak with...
Our 1 minute Life Insurance Game Changer video explains our digital process, which has a solution to these common problems with obtaining life insurance.
Have a question?
Email me at: [email protected]

Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It. 12/20/2020

More and more people are starting to understand the benefits of balancing whole life insurance and investment accounts for retirement income strategies... when positioned correctly, the two powers compliment each other.

Investing and insurance are not the same powers, and shouldn't be viewed as "one over the other" or a "better" option.

Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It. A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly.

Don't Retire Without One 10/22/2020

Tips from one of the leaders in the Retirement Income Generation space. Great information about transitioning from saving to and spending from retirement accounts.

Don't Retire Without One This research shows exactly WHY you need to include annuities in retirement planning and WHAT they can do for you. It's all about retirement ALPHA!

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1900 Polaris Pkwy Ste 425
Columbus, OH