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Archives for February 22, 2016

Take the Mystery Out of Retirement

Retirement can sneak up on you. As your journey in life unfolds through life’s major milestones; jobs, kids, family, many are surprised and even caught off guard when their pending retirement arrives.. If you have reached the age of 50 plus it’s time to review your past accumulations and preview how to utilize your savings for retirement. On Saturday’s Secured Retirement Radio show, Joe Lucey and Derek Fautsch discussed the 3 Step Review, a consultation designed to help develop a personalized retirement action plan. You may have a pension, or an employer 401k, insurance, annuities, or other savings that you’ve built up over the years.

Now is the time to maximize these funds and have them start working for you. Plan to convert your hard-earned savings into retirement income that lasts a lifetime.

For a custom 3 Step, Review Retirement Analysis on your schedule…call us at 952-460-3260.

Click here to listen to Joe Lucey’s Podcast of this week’s radio series.

The Year of Education

Over the years, we’ve used different channels to provide information for retirees in the Twin Cities. Many of you have listened to us on radio and attended one of our summits, seminars, dinners, or personal consultations.

We are still offering all of the above and recently added Retirement Elevated, which is a classroom format for comprehensive retirement information, It’s like going to school without the tests.

Each course includes income, tax and investment planning with guest lectures on healthcare and estate planning. The classes are packed with information.  In this year of change and evolution, we are dedicating 2016 to education. If you think a refresher course is for you, contact us about enrollment in Retirement Elevated or for a custom retirement analysis on your schedule… call us at