InvestingRetirement Planning

An average rate of return can mask losses over time, so what investors really want to keep an eye on is the actual rate of return.

AnnuitiesRetirement Planning

Research has found that a well-designed indexed annuity can address both stock market risk and investment traps by offering a solution for lifetime income, the leading retirement savings problem.

Financial PlanningRetirement PlanningTaxes

As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.

Retirement PlanningTaxes

An effective and well-rounded plan should every potential aspect including tax, investment, retirement, and estate planning decisions.

Retirement PlanningSocial Security

With a 50% chance of one spouse reaching their nineties, calculating savings might be a challenge. By focusing on income instead of distribution, you can achieve your retirement goals.

MedicareRetirement Planning

The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.

Retirement AccountsRetirement PlanningTaxes

You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.

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