You worked and saved your entire life so you could enjoy your retirement. However, now that it’s time to enjoy the fruits of your labor, you are faced with many difficult questions about your financial security:
- Am I going to outlive my money? What level of estate planning is necessary for my situation?
- Will my kids get clobbered with taxes when they inherit my assets?
- If necessary, will I be able to afford a nursing home? Will a catastrophic illness wipe out my life savings?
- Am I getting a good return on my investments?
- Is my money safe?
Your Secure Retirement, Inc. was founded by Carol Ward to provide people like you with sound, ethical and straightforward guidance. These days, people are bombarded with mailers, phone calls and seminars offering everything from reverse mortgages to today’s hottest mutual funds. You don’t need to be overwhelmed by all the choices. Your Secure Retirement, Inc. will help you cut through the confusion and identify opportunities that are appropriate for your situation.
Sign up to attend one of our informational seminars.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Simple steps may help you foil hackers and protect your privacy.
There are four very good reasons to start investing. Do you what they are?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
What’s the deal with your yearly free credit report?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all of your choices when it comes to managing your taxable income?
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?