The recent changes in the stock market have acted as a warning to certain Americans. Specifically, Americans who are too old to be investing the amount they are in the market. Many of these individuals, unfortunately, are likely to ignore that warning. See, the market surprisingly rose during most of the pandemic. This fact, combined […]
Do You Have Too Much Money in Stocks? Read More »
Tax season is set to begin soon. This will be the third tax filing season to happen during the coronavirus pandemic. It will likely lead to more frustration and uncertainty for both taxpayers and tax preparers. Some things, however, will return to normal. As an example: The individual tax deadline will return to its usual
Tax Season is Quickly Approaching Read More »
Sometimes clients ask, “Do annuities have fees?” Well, some annuities come with fees no matter what. Others only have fees when you select certain added benefits. There is also sometimes a fee if you take out money too soon. There are two main things that dictate whether you pay fees or not: The type of
Do Annuities Have Fees? Read More »
If 2020 taught us anything, it was that anything can happen. The markets are up now, but what happens when that changes? What can you do to be prepared? First, here’s how to protect your money during a recession. What Happens During a Recession? A recession occurs when real Gross Domestic Product (GDP) drops for
How to Protect Your Money During a Recession Read More »
Most people understand the reason for having life insurance in their working years. People do sometimes wonder if they really need life insurance in retirement. And this is a perfectly reasonable thing to wonder. Now, in some cases, people obtain life insurance in their working years. They do this mainly to protect their household income.
Do You Really Need Life Insurance In Retirement? Read More »
Could your spouse receive a fixed indexed annuity death benefit? If you’re thinking of purchasing an annuity or already have one, you may be wondering about your annuity death benefit. Many people are concerned about what happens to their money when they die. The exact answer to this depends upon several factors. we’ll discuss those
Annuity Death Benefit Read More »
Want to know how to grow your savings? Only you can decide for yourself how to grow your savings and save money effectively. But how do you know which method would suit you best? Once you put your money somewhere, how long should it stay there? And how does your age and stage of life
How to Grow Your Savings Effectively Read More »
(And how they may impact your retirement) Several changes occurred in tax law in 2020 that may impact your retirement. We’ve put together a list of some of those laws to help keep you informed. It’s important to know how changes in tax law could affect your retirement. Of course, you should always consult a
Tax Laws For 2020 Tax Year Read More »
Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income.
Andrew Kagan CA Ins Lic #0H08379
Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060
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By contacting Andrew Kagan CA Ins Lic #0H08379/Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
