R-axis Financial Planning & Investments

09/10/2024

Do you know what your life expectancy is? Have you or are you starting to plan to be retired until then? Longevity Risk is a real problem with retirement planing. I mean, who wants to run out of money.

This article talks about longevity risk and how to handle it. And don't fret, we are here to help you plan for a long and happy retirement.

- R-axis Financial Planning and Investments

Very few people underestimate their life expectancy.

07/15/2024

Retiring early is possible.....if you start early enough and just follow some basic guidelines.

This article lays out a few of the things you should do if you want to retire early. Need help? You know who to call!

-R-axis Financial Planning and Investments

Here is the secret sauce for how to retire early. Just be sure it's what you really want.

06/24/2024

This is great article about some of the mistakes that can really hurt a financial plan!

One that stands out to us quite a bit is "walking up and especially down the mountain without a Sherpa".

Check these seven mistakes out, do any of them sound familiar? If so give us a call and let us help you!

-R-axis Financial Planning and Investments

If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk.

06/17/2024

Annuities are very misunderstood insurance products and can be a great addition to your Financial Plan.

This article outlines 10 things you should know about annuities.

If you are wondering if an annuity should be a part of your Financial Plan please give us a call.

-R-axis Financial Planning and Investments

As interest rates remain high, so does the appeal of annuities. How much do you know about these insurance products?

02/22/2024

The attached article gives you seven easy ways to keep more money in your pocket this year!

We can help you get organized! Just give us a call.

-R-axis Financial Planning and Investments

After reflecting on the financial decisions of 2023, resolve to make some money moves to keep more cash in your pocket in 2024.

02/19/2024

As with each year there are changes to retirement this year. Make sure you take advantage of the nuances that may benefit you and stay away from the new pitfalls!

Need help navigating? Give us a call!

-R-axis Financial Planning and Investments

The new year will usher in more changes than usual that will impact your retirement plans.

02/14/2024

Valentine's Day goes in those pockets!!!!!

Ever wonder what we spend on Valentine's Day? If you didn't know, it's the third priciest holiday in America and a multi-billion dollar day!

Ever wonder who spends more, men or women? Ever wonder how many presents get returned?

Look no further, all your questions are answered in this article!

-R-axis Financial Planning and Investments

https://wallethub.com/blog/valentines-day-facts/10258 #:~:text=Lovesick%20shoppers%20shell%20out%20more,the%20calendar%20for%20U.S.%20consumers.

02/14/2024

Ever wonder what we spend on Valentine's Day? If you didn't know, it's the third priciest holiday in America and a multi-billion dollar day!

Ever wonder who spends more, men or women? Ever wonder how many presents get returned?

Look no further, all your questions are answered in this article!

-R-axis Financial Planning and Investments

https://wallethub.com/blog/valentines-day-facts/10258 #:~:text=Lovesick%20shoppers%20shell%20out%20more,the%20calendar%20for%20U.S.%20consumers.

01/31/2024

Some mistakes you will have to live with forever, Mismanaging your retirement is one of them!

This article gives you 16 retirement mistakes you will have to deal with forever.

Take a look and then give us a call so we can help you avoid these landmines!

-R-axis Financial Planning and Investments

From saving too little to claiming Social Security too early, there are plenty of ways retirees, and those planning for retirement, can sabotage their golden years.

01/11/2024

You can now purchase Bitcoin in an ETF (Exchange Traded Fund). The action was approved by the SEC (Securities Exchange Commission) on Wednesday!

Need help finding these new products or determine if they are right for you? Give us a call

-R-axis Financial Planning and Investments

Anticipation is peaking about the launch of spot bitcoin ETFs after the Securities and Exchange Commission greenlit such funds for trading on U.S. exchanges.

01/08/2024

There's a lot of obstacles to retirement. That doesn't mean you can't retire....just make sure you are aware of them so you can plan accordingly!

This article lists 4 "retirement headwinds" that don't have to do with saving and investing......

Need help navigating? You know who to call!

-R-axis Financial Planning and Investments

There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security.

01/04/2024

There have been a few changes to Retirement Planning this year!

Make sure you talk to your Advisor and make sure you are on top of them all.

Don't have an Advisor? Give us a call!

-R-axis Financial Planning and Investments

The new year will usher in more changes than usual that will impact your retirement plans.