We can help you deploy your retirement money properly while meeting your liquidity needs and making sure your risk is suitable at the same time helping you strike a proper balance between the short-term and the long-term maturities. We can also assist you in making sure you are paying only your fair share of taxes and not one cent more. Additionally, the income from your retirement money, pension (if you have one) and your Social Security can be perfectly coordinated to assure you a worry free retirement without fear of outliving your of money.
When it comes to risk free retirement, go for safety and steady growth of your principal that brings peace of mind and GUARANTEED PAYCHECK for the rest of your life.
The Most Common Mistakes
The two most common money mistakes made by retirees are:
- Putting all of their retirement assests in short term savings places, with little or no growth after fees and taxes and not not have enough to retire with
- Unknowingly taking too much risk they can't afford; unless fixed sooner, there's no turning back
We know it's difficult to imagine a time when you won't be there to help provide for your family, which is why Universal Insurance Agency offers programs designed to help meet your life insurance requirements at any stage of life. Call our office in Dayton, Ohio, to schedule a consultation and learn how much we can help you save on any life insurance.
Click Below to Learn More