Retirement

Brian Swerdlow: Could a hospital closure threaten your peace of mind in retirement?  Why you should prepare now.

by Brian Swerdlow Anchor Financial Greater numbers of hospitals are closing across the United States, especially in rural areas. With all that’s going on in the world right now, you may have missed a quiet but growing crisis that’s affecting seniors, especially those living outside large cities. For the last several years, a [...]

Brian Swerdlow: Mutual Funds vs. Fixed Indexed Annuities: Which works best for retirees?

by Brian Swerdlow Two popular choices for retirement savings are annuities and mutual funds.  While both annuities and mutual funds serve as retirement savings vehicles, they differ significantly in their features and benefits. However, both can contribute to your financial security and retirement advantage, and both are worth looking into. It pays to understand how each works and the [...]

Brian Swerdlow: Critical Financial Trends to Watch in 2024

by Brian Swerdlow 2024 is now well underway, with the landscape of personal finance poised for significant shifts. These changes,  driven by a confluence of economic, technological, and regulatory factors, will change the way you earn, invest, save, and spend money. Here are just a few of the critical financial trends to watch out for [...]

By |2024-04-22T17:25:43+00:00April 22nd, 2024|Federal Employees, Investing, Lifestyle, Money News, Retirement|

Bryan J. Anderson Annuity Straight Talk: Will interest rates tank in 2024?

Worried that your #annuity will suffer if interest rates TANK?  Annuity Straight Talk's Bryan Anderson discusses the potential of rate drops/hikes/increasing inflation. https://www.youtube.com/watch?v=0QZkx6QbgSA&t=1s #inflation #indexedannuities, #annuities, #annuity, #ratehikes, #interest-rates, #will-interest-rates-tank, #stockmarket

Safe Money Trends: Is the US Economy About to Fail?

Created By The Macro Butler Via Zerohedge.com by The Macro Butler via ZeroHedge Contributed by Sean Sparkman, Pathfinders Wealth The key takeaways from the FED's SEP are that it raised expected real GDP growth to +2.1%, lowered expected unemployment rate to 4.0%, kept expected PCE inflation at 2.4%, and raised expected core PCE inflation to [...]

What is a MYGA and do you need one in your retirement portfolio? Brian Swerdlow

For some seniors, a multi-year guaranteed annuity could be the key to unlocking financial stability.-Brian Swerdlow. By Brian Swerdlow In a world where economic uncertainty reigns, many people are looking for safety and stability. For this reason, annuities, especially multi-year guaranteed annuities, have become increasingly popular. What is a MYGA? A type of fixed deferred [...]

Brian Swerdlow: If you’re thinking of getting an annuity, be sure to avoid making these common mistakes

by Brian Swerdlow Anchor Financial   If you're nearing retirement, you may be considering purchasing an annuity to provide more safety and stability to your portfolio. Indeed, an annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years. However, annuities, while they are indeed a powerful tool [...]

By |2024-03-02T16:12:09+00:00March 2nd, 2024|Federal Employees, Protect your wealth, Retirement, Taxes|

Brian Swerdlow: To make your money last longer, you need to grasp these core retirement principles.

by Brian Swerdlow Anchor Financial Retirement planning is a multifaceted endeavor, often riddled with misconceptions and myths. Understanding these myths and implementing effective strategies to overcome their effects can profoundly impact your financial security during retirement. Let's examine a few retirement realities and see what actionable steps you can take to bolster your retirement savings. [...]

Brian Swerdlow: Should you have an income rider on your annuity?

Annuities are financial tools designed to provide steady income during retirement, but not all annuities are created equal. One key feature that sets some apart from others is the availability of income riders. Brian Swerdlow by Brian Swerdlow Anchor Financial An income rider is an enhancement that you can purchase and attach to many types [...]

By |2024-02-25T20:26:46+00:00February 25th, 2024|Investing, Leave a Legacy, Protect your wealth, Retirement|

Mike Patel: Tips for navigating a changing global economy

 By Mike Patel As the global economic climate shifts, balancing your retirement portfolio becomes more critical than ever. During times of volatility and recession, investors must be prudent and informed when making any money decisions. Such vigilance is even more necessary if you are within a few years of retirement. Fortunately, you are not without [...]

Brian Swerdlow: Is a 60/40 portfolio design right in 2024?

by Brian Swerdlow   Many retirement researchers claim that as the economy becomes more chaotic, those with traditional 60/40 portfolios could experience substantially better performance than those who've taken on added risk.- Brian Swerdlow Many retirees and pre-retirees enter 2024 burdened by fears of further monetary instability, inflation, and perhaps even social unrest.  Some of [...]

Bryan Anderson: Be careful before jumping into a fixed annuity. There may be other options for keeping your assets safer.

Many Americans get sold annuities without knowing ANYTHING about them.  In this episode of #annuitystraighttalk, Bryan Anderson discusses the right way to buy an annuity (IF you even need one...)  There are tons of other risk reduction options, says Bryan.   Before committing to an annuity, you need to know if you even NEED one in [...]

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