TOWER BRIDGE WILL TEACH YOU

Planning For Retirement Made Easy

As you draw closer to retirement you may be asking yourself, “What is a simple retirement strategy?” and “how can I have one?” With all the information out there on the internet that is available to you, the thought of planning for retirement seems daunting and confusing.

First and foremost, retirees need to determine where they want to place their funds. Not only are there various types of financial producuts, but there is also a multitude of financial opportunities inside those products. For example, deciding between placing your money into a 401(k), 403(b), Roth IRA, traditional IRA, simple IRA, or more. Not only do you need to make those decisions, but you also need to make choices about which funds and how much to invest along the way.

With all these choices it’s difficult to feel certain about a strategy for a simple retirement. However, the team at Tower Bridge Financial, believes it’s important to get answers to all your questions. Retiring should be simple, and we can help guide you there.

Simple Retirement: Is It Possible?

The numerous possibilities when planning for retirement can feel mind boggling. As get closer to retirement age you need a strategy that will protect your hard-earned money. You shouldn’t be at the mercy of market volatility and you will need retirement income. The most helpful thing you can do for your retirement is to thoroughly understand how your retirement works, and where your money is invested. Retirement doesn’t need to be complicated. A simple retirement strategy is one that you understand, can be achieved easily, and can help you accomplish your goals.

Various kinds of life insurance products like indexed universal life (IUL) and fixed index annuities (FIAs) may grant you peace of mind by keeping your principal safe. Additionally, fixed index annuities (FIAs) can be a good alternative to provide you with a safe retirement income. These annuities offer a guaranteed* income that cannot be outlived, no matter the current market volatility. Also, your income could grow over time by implementing an optional income rider on your FIA. Finally, a fixed index annuity (FIA) could present you with a reasonable rate of return over time.

What Is A Simple Strategy For Retirement?

Have you already set the date for your retirement? Maybe you just have a rough idea of when you want to retire. Either way as you near retirement age you might want to take a more thorough look at your retirement income strategies. Considering the future of your retirement depends on being ready this is a crucial step.

This can be stressful and overwhelming but, you aren’t alone in this fear. Many retirees feel this way. Often they don’t completely understand where their money is and how their funds are invested. Or they are concerned about what will happen to their retirement income if the market goes down. This concern is sometimes so overpowering for retirees they can’t even enjoy their retirement. This is a significant drawback of a retirement strategy that is too complicated.

Good retirement strategies are straightforward and simple. If you have to watch your retirement strategy too closely, maybe it isn’t the best fit for you. Simple financial strategies for your retirement means:

  • You have a financial agent that can explain all your questions and help you accurately plan
  • You know where your money is and how it is generating income for you
  • You feel safe and confident that your principal is protected, no matter the state of the market.

How To Keep Your Retirement Strategy Simple

Our team here at Tower Bridge Financial wants you to totally understand all your retirement options. Planning for your retirement can be confusing, but it doesn’t need to be. Are you unsure about your retirement strategy? Looking to find out options to make managing things easier? We provide retirees with the information and education they need to make the right decisions for their retirement. The bottom line is, a simple retirement strategy is one you understand, and feel confident in.

Some agents make planning for retirement more complicated than it needs to be, but not the team here at Tower Bridge Financial.

During our sessions, we will go over your current financial products. We will speak about any changes in your life or with your money. Also, we can work together on a strategy for simple retirement, including how to protect your money long-term. We believe that a confident client is an educated client.

Learn More

Sign up for an upcoming seminar today. Or if you prefer, simply call our office for a no-cost and no-obligation meeting. We are here to answer your questions and help you plan a simple retirement.

*Backed by the claims-paying ability of the carrier.

Scroll to Top