FAQ

Answers to your questions about retirement planning:Thought bubble with the words "I have a question..."

A good retirement plan has many moving parts and takes into consideration lots of options. Why? because every person is different. You have different goals, dreams, and needs than your neighbor. On my website, I try to provide answers to basic, general questions, to give you a good introduction. It’s a place to start.

Do you have more questions about:

  • Social Security strategies
  • STRS and PERS pensions
  • 403b saving strategies
  • Tax Free income
  • Life Insurance
  • Guaranteed Lifetime Income that increases over time
  • Annuities
  • Fixed index universal life policies that provide tax-free income
  • In home Long Term Care strategies
  • Stay-In-Your-Home Insurance for┬áseniors

 

If you do, pick up the phone and give me a call!