Main Line Advisors

03/06/2020

Beautiful day out there... Am I right?

06/22/2019

Most retirees don't take this into consideration. Imagine if you had guaranteed retirement income that will last you the rest of your life!

Advisors say that for most people, increasing the age for required minimum distributions would not make or break their retirement plan.

06/22/2019

Finally getting some overdue coverage...take a look!

Wether you love or hate annuities, research shows that they can add a lot of value in a retirement income plan. Annuities do more than just lock up your money in an expensive insurance product, they can provide tax benefits, secure cash flow, longevity protection, and actually free up other assets.

05/01/2019

It's Ok to admit...most of us don't know everything we should when it comes to our personal finances.

Find out how easy it is to ask for insight and education!

Message me to set up a no-obligation-conversation!

Financial services providers are uniquely positioned to change the conversation around literacy and address the elephant in the room: the "money talk" taboo.

04/25/2019

Have an old 401(k)❓ 😕

And don't know what to do with it❓

Or maybe it’s been put off for too long. Find out what options are available right now!

Stop wasting time and money and get that old 401(k) or IRA working hard towards your retirement.

Click the 'Message' button below and I’ll instantly send out our most comprehensive report detailing all available options. Also learn the 3 Best and 3 Worst things someone can do with their 401(k) right now❗

Or visit this link right now and read it immediately❗
bit.ly/old401kmustread

04/17/2019

So tax day has passed...Any idea what you are going to do with your refund?

Ask a pro...I can be a resource for you and your financial future!

04/12/2019

How many of you have been here before?

"As reductive as this idea is when we were kids we assumed our parents knew what they were doing with money, simply because they had more money than we did."

Were your parents savers or spenders? Asking how they managed their money can show you how to improve your own financial habits.

04/11/2019

A record number 📈of 401(k) holders at Fidelity Investments hit millionaire 💰status in 2018. Not one of them❓

It’s fun to rubberneck at 401(k) balance averages, but they won’t tell you much about your own retirement readiness.

04/10/2019

Tax Day is Fast approaching.

Have you made your 2018 IRA or Roth IRA contributions yet❓ There's still time!

04/09/2019

Any reduction in the #️⃣ of accounts will help. Once you retire, you may be able to boil your portfolio down to no more than 2️⃣ retirement accounts: a traditional IRA for pretax retirement accounts and a Roth IRA to combine all the Roth accounts.

It's about as fun as herding cats, but rounding up all your IRAs and 401(k)s into just one or two accounts can really simplify your financial life.