Posts Tagged ‘ retirement planning ’

Retirement Projector

retirementprojectoradvisorsmatchWith the drastic change in the economy since 2008, planning for your retirement has become increasingly difficult. Given the unstable job market we’re currently in, attempting to plan your financial security decades down the road can leave you feeling a bit uneasy and overwhelmed. Studies show over 80% of people ranging from ages 30-54, aren’t confident they’ll be able to afford retirement by the time they reach their early 60s. This makes the idea of developing and implementing a retirement projector and planning for your future more important than ever before.

 

Advisors Match is an independent marketing organization that has been serving as tax, legal and financial planners and advisors since 1982. With over 35 established offices in the Northeast and Florida, Advisors Match are the leading founders in creating a new platform that combines both tax and financial planning all in one. After recognizing the problems people are facing with their savings as a result of the recession, they’ve expanded to create a retirement projector service called, “The Advisors Match Retirement Report” which, in just 5 simple steps, aims to create a solution to common retirement concerns that the client can visually see and adjust.

 

These essential steps include:

  • The Clarity Booster Conversation
  • The Data Gathering Experience
  • The Retirement Deficit Identifier
  • The Red Line Eliminator Process
  • The Annual Review Updater

 

By working with Advisors Match, you can ask yourself these common questions:

  • Can I continue my present standard of living into my retirement years?
  • When can I retire without running out of money?
  • How could my situation change during turbulent economic times?
  • What are the possible solutions if my situation changes?

 

The “Advisor Match Retirement Report,” enables you to forecast various “what if” situations at the click of a button. Their retirement projector process will also be able to identify at what stage you may experience a yellow (caution) or red line (out of money) situation, and given their prestigious background in the financial planning and accounting environment, they’ll easily be able to eliminate the red line situation by constructing straight forward and accessible goals you can meet along the way. Advisors Match number one goal is to bring clarity and objectivity to the clients needs, and ensure your future is a financial safe one.

 

 

 

2013
06/04
CATEGORY
Advisors Match
Retirement Planning
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Indexed Annuities

Are you uncertain about your financial future? Do you worry about outliving your income? If so, you are not alone. Polls, such as one conducted by the National Institute on Retirement Security (NIRS), indicate that, despite the gradual improvements to the U.S. economy, many people remain confused or worried about their prospects for retirement. In fact, 55% have voiced their concern about current economic conditions that may affect their ability to secure their retirement funds. How can you blame them when the markets still exhibit volatile and erratic behaviors? While the investment arena can look chaotic, there are still options that allow you to safeguard your income and guarantee it is there for you in retirement. Indexed annuities still remain a viable option to take advantage of the upswings in the market while protecting against the downswing.

The NIRS states that people, 75% of them, believe the changes in the stock market make it impossible for the average American to make any sort of accurate prediction to how much money they will have in a nest egg when retirement comes around. Nearly two-thirds of the same people claim that living longer is also playing a large role in the uncertainty of financial security during retirement. There is a real fear today that most Americans will outlive their own income and be worse off, financially, than their parents were. Many of these same people are not aware of products like indexed annuities that can help them become better prepared and give back the ability to provide a secured financial future. So many people use investment brokers that are trained or influenced by Wall Street and are not aware they need people licensed in securities and insurance of they are 10-15 years from retiring.

There is no better solution to protect your money against the volatility of the market while still having a potential to earn more along your journey to the finish line. Indexed annuities will give you the protection of a fixed option with the potential of a variable option. Often these retirement vehicles are tied to the Standard and Poor’s (S&P 500) index and you share a percentage of the increases. However, you do not share in the losses so your risk of losing principal is fully mitigated. These are very strong performing retirement solution that offer guaranteed income after you retire.

If you are like most Americans and are experiencing more anxiety as you get closer to what you feel should be your retirement years, then you need to consult with a professional that can give you the proper income protection. Contact Advisor’s Match at 800-599-2788 to be connected to an individual with experience in securities and insurance.

2013
03/22
CATEGORY
Advisors Match
Indexed Annuities
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