I recently watched a very inspiring movie titled, Free Solo. It was about a rock climber named Alex Honnold. Alex is a professional adventure rock climber whose audacious free-solo ascents of America’s biggest cliffs have made him one of the most recognized and followed climbers in the world. He doesn’t climb with a bunch of ropes and supports...He climbs solo, meticulously using only his hands and feet to maneuver tall cliffs. His most recent accomplishment, free soloing El Capitan, in Yosemite National Park, is regarded as one of the greatest athletic achievements of all time.
Through many painstaking challenges, Alex meets his challenges by setting goals. I don’t mean to be corny, or sound like a life coach, but his goal setting works for him!
Retirement works in a similar manner….
Set a GOAL and make a PLAN. You don’t have to climb a big mountain, and you don’t have to do it solo because I am here to help. It’s time to set goals and make a plan! A plan engineered for you to have greater wealth, lower taxes, more spendable income, keep more of your own money and have a better estate plan for your family.
P.S. Free Solo was a great movie, so if you get a chance, look it up to watch!
Understanding mandatory retirement account withdrawals.If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one
...Read MoreDid you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.
...Read MoreAs 2023 comes to a close, reflect on where you’ve been and where you’d like to go. As the year wraps up, it’s natural to think about your goals — professionally, personally, and financially.
...Read More
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
