It’s Time to Come up with a Plan

We can’t control the impact Covid-19 has had on our savings, so maybe it’s time to come up with a plan and move forward. Yahoo finance shows us that the stock market is down 20% to 30% from the beginning of the year. The bond market is flat or down and not offsetting the stock market losses. The yield on the 10-year Treasuries has been below 1% for weeks. If we apply all of this to a typical IRA or other retirement account, most likely the losses are more than 15%. This means that whatever percentage you were planning on withdrawing in your retirement either has to decrease, or what you end up with is less. Either way we need to talk. It’s time to come up with a plan on plugging that hole. Call us, we have some ideas.

WEEKLY NEWS

one_small

One

Educate Yourself

Learn More
two_small

Two

Understand the Basics

Learn More
three_small

Three

Who's who in a Fixed Index Annuity

Learn More
four_small

Four

Understand the Benefits

Learn More
five_small

Five

Tax Deferral

Learn More
six_small

Six

Indexed Interest Potential

Learn More
seven_small

Seven

Protection Benefits

Learn More

*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.