Keep It Simple

Retire Smart; Keep it Simple

With all the options and factors to consider in retirement, you may not think that it’s possible to retire smart and simple. What type of accounts will you keep your money in? How long will you keep it there? Additionally, there are probably more choices to make depending on the individual account. However, there are simple ways to go about this.

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Retiring Smart

Although all these options and choices may seem complicated, we don’t believe that your retirement strategy has to be. In fact, we believe that the best retirement strategies are simple ones.


Products like fixed indexed annuities (FIAs) and certain insurance policies, can help. These products can help you retire simple and safe. They won't put your hard-earned savings at risk of being lost in the event of a stock market drop. And when you're nearing (or already in) retirement, protecting your money from an event like this becomes crucial.

Another thing that an FIA can provide?

Guaranteed* income for life. You can get reasonable rates of return** on the money in your FIA, ensuring you won't run out of money.

Why Simplicity Matters

Have you already set a date for your retirement? Maybe you only have a rough idea of when you’ll retire. Regardless, though, many people begin watching their finances more closely as retirement approaches. If you’re like many pre-retirees, you’ll likely feel overwhelmed.

You don't want to lose your money due to the impact of the stock market, nor do you want to outlive your savings and be left with no money far into retirement.

Having to keep an eye on your finances constantly in order to ensure everything is going well could lead to you being too stressed to enjoy your retirement. This, in our opinion, is one of the worst things about a retirement strategy that’s too complicated.

portrait of grandparents gardening with their granddaughter retire smart

We Can Help

We want to make sure you’re informed, and fully understand the “ins and outs” of your strategy. How does your account work? What risks and fees does it come with? Is there a different option more suited to you? We can help you answer these questions and more. Reach out to us, to schedule a one-on-one, no-obligation meeting. Or, if you want to learn more about the products we offer (and enjoy some free food at the same time) reserve a spot at one of our no-cost educational dinner seminars.

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