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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
At what point can you call a personal vehicle commercial?
However exciting retiring abroad may sound, it deserves considerable planning.
Term insurance is the simplest form of life insurance. Here's how it works.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.