Don’t put all your (NEST) eggs in one basket.
You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worry about what the market’s doing?
Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.
Anyone who invests in the market should understand it involves the potential risk of principal. So, to provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.
Insurance products guarantees are subject to the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.
Have questions about your current financial strategy?
Have questions about your current financial strategy? Want to maximize cash flow and minimize taxes in retirement? Uncertain if your financial goals can be a reality? Want more information on how we can help improve your fiscal future? Contact us using the form below.