As part of Secured Retirement’s ongoing commitment to keeping you informed, we’re sharing key takeaways from our recent Investment Committee discussions and current market insights. Each month, we meet with our AE Wealth consultants and other third party portfolio experts to review notable economic developments and assess their impact on financial markets. We
If you had to guess what percentage of Americans have less than $1,000 saved for retirement, what would you say? Would you be surprised to know it’s more than 1 in 4? That number gets even more sobering when you consider how many people are secretly hoping for a financial miracle to solve
Today, I watched my son grab his football gear and head out the door for practice, just like he has hundreds of times before. But this time feels different. This is his senior year of high school, and suddenly every “routine” moment carries more weight. After football wraps up, he’ll transition into hockey
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
