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An active wellness approach for improving performance and longevity at any age.

Finances for 30-60 year olds

Financial Solutions for 30 - 60

Financial Solutions for 30-60 year olds

Are you paying as closely to your finances as you should be?

There are so many things to stay on top of. Missed oportunities when you’re younger can cost you as you head into retirement. 

Middle to higher-income families most likely have pensions and savings to rely on while lower-income homes typically live paycheck to paycheck. Savings are possible over the long term with simple investing and market compounding

Insurance professionals and financial professionals are readily utioized by high-net-worth individuals but anyone can learn proper investing strategies to maximize their long term earnings.

Will I be financially prepared in retirement for the standard of living I want and expect?

Many people think social security will be enough to sustain them into retirement. This is not usually the case especially if you file for it early. 

Do you have other tax deferred strategies you can rely on to pay an income for life? We can educate you on the use of insurance and annuities which can help ease your worries. 

We work with New York Life and can help you learn about their exception solutions which can give you piece of mind into your later years. New York life is the highest rated company that’s been around for 178 years and has a solutionfor eveyone.

Is your future protected?

Most life insurance agents and financial experts first suggest protecting your family, home, and income with a life insurance plan in the event of the death of a parent or spouse. Do you have annuities or long term care insurance that you can rely on in later years?

Long Term Care insurance can protect your savings in the event you become ill or disabled. Book a call to learn more . 

Once you have an established plan then you can consider investing wisely in many financial products. 

There are numerous ways in which to be prepared for the future so you can maintain your standard of living and have funds for if and when you need other types of housing or long term care. Book a call to learn more. 

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