Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast

Your Secure Retirement Inc.

California Financial and Insurance Services

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 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. 

 


Affiliations

Your Secure Retirement Insurance and Financial Services, Estate Planning & Management, Stockton, CA

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow