Putting Your Retirement Interests First: A Prioritized Approach To Protect Your Future and Turn Your Dreams Into Reality
In Putting Your Retirement Interests First, authors Robert Cannon and Shon Peil explain in simple language and illustrate through real stories how to eliminate the confusion of planning for your retirement. You’ll understand why your retirement should be a top priority and how to ensure your future is properly protected. Each chapter focuses on one of the primary areas you’ll need to address to ensure a safe and secure retirement. By addressing each properly, you’ll create your own Retirement Shield using a prioritized approach to protect your future and turn your dreams into reality by Putting Your Retirement Interests First. Inside you’ll learn about the Primary Retirement Shield areas:> Social Security — When to take it and how to increase it> Income for Life — How to continue receiving a paycheck in retirement> Taxes — What to do to lower or eliminate them altogether> Long-Term Care — Why this is so critical and how to pay for it> Life’s “What If” Scenarios — Where you should look to avoid dangerous circumstances You’ll also hear from people like you who have created their own Retirement Shield to protect their income, provide for their health, and prepare themselves to enjoy the rest of their life without worry or concern. Retirement should be the best years of your life. Make this true for yourself by reading and applying what you learn in Putting Your Retirement Interests First.
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It’s time to make a choice. Plan for your future.
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Evaluate your current financial state.
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Determine a financial plan that is tailored to you.
Recommendations to you, the client.
An ongoing review of performance.
We will check in with you regularly, as well as whenever you want to check in on your financial plans.
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Weekly Market Commentary
Weekly Market Commentary
Weekly Market Commentary - 5/26/2023 -Darren Leavitt, CFA As investors awaited news from the debt ceiling negotiations, markets continued to ebb and flow. The S&P 500 continued to trade range-bound, oscillating between 4100 and 4200. Fed rhetoric continued to...
Weekly Market Commentary
Weekly Market Commentary - 5/19/2023 -Darren Leavitt, CFA Investors were treated to a week of gains for US indices, while US Treasuries fell significantly across the curve. Early in the week, there was cautious optimism around debt ceiling negotiations as both sides...
IRA Blog
REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Hello and thank you for all the great, helpful information you continue to send out. I am due to take my first RMD (required minimum distribution) in 2024 which would...
HSA BENEFITS THAT MAY SURPRISE YOU
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport You have likely heard of Health Savings Accounts (HSAs), and you may even understand the basics of how an HSA works. These accounts are really not too complicated. If...
Market Review and Outlook
June 2022 Market Review and Outlook
Monthly Commentary - June '22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022. All asset classes seemed to fall except for the US dollar. The month started with a “peak inflation” narrative that was...
April 2022 Market Review and Outlook
Monthly Market Commentary – April ’22 -Darren Leavitt, CFA Global financial markets had a rough month in April. Inflation continued to be top of mind for investors as data continued to show historic increases in prices. The Federal Reserve still appears to be behind...
A Legal Fiduciary Responsibility
As a Investment Advisor Representative (IAR) of a Registered Investment Advisor (RIA), I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
Robert Cannon, AIFA® is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Foundations Investment Advisors, an SEC Registered Investment Advisor that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
If you have market based investments and are not happy with your performance, or you feel you are paying too much in fees I have announcement just for you; I am happy to announce my partnership with Foundations Investment Advisors (FIA), a SEC Registered Investment Advisor that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
As a fiduciary, we are not paid commissions. Rather we are incentivized to grow your portfolio. The more you grow, the more we grow.
The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements. Instead of being constrained to a “fixed mix” of asset classes, FIA employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes and, if needed, move to cash.
In the past, I have helped your family with income planning or other insurance planning, I now look forward to discussing the rest of your financial picture and working with you on a comprehensive solution to help your reach your full financial potential. Please give me a call to schedule an appointment.
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We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.
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Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.