Take the first step to protect yourself. The pandemic has created a lot of unexpected events, has impacted the markets, and has caused each of us to adapt to the changes. Now is a good time to review how your needs may have changed and what you’ll need to adjust in the future. To get […]
Retirement Road Map Read More »
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
Eliminate the Guesswork Read More »
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 Turney Financial Group, LLC 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.
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,
Benefits of Fixed Indexed Annuities Read More »
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.
Limited Time Bonus Read More »
This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?\’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a specified market index, such as the S&P 500. It differs from fixed annuities, which pay a fixed rate of interest,
What is an Indexed Annuity? Read More »
This week’s article tells us “experts want you to start saving as soon as possible, no matter what amount you can afford to put away.” The first goal is to simply get into the habit of saving for the future because the future comes sooner than you think. “The second is to take advantage of
Saving for Retirement Read More »
Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand what we are speaking about,
Susan Beth Campbell CA Ins Lic #0H85655
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Creations Financial and Insurance Services
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