If we had our druthers, we would prefer to retire into a healthy and certain economy where all the traffic lights were green and we could see a pathway straight ahead for miles and miles with no obstacles. Given the choice, we would MUCH rather retire into the beginning of an economic EXPANSION, rather than the beginning of a recession. But retirees today are simply not getting their “druthers.” We have a huge election coming in the fall with plenty of turmoil to come no matter who is elected. Smart retirees don’t try to predict the future, they like to build the future. Many professionals are retiring with a new breed of retirement annuity known as NEXT GENERATION index annuity. Today, we’ll review a Barron’s article on annuities, and then Steve will reveal what to look for in the best annuities. This is a show you don’t want to miss….MASTERING MONEY is on the air!!!
Mastering Money 7/23/20
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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