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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Gaining a better understanding of municipal bonds makes more sense than ever.
Marriage changes everything, including your insurance needs.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.