Normal Ebb and Flow? August began with a rough start for the equity markets but, luckily enough, quickly rebounded. September began in a similar fashion. A softening in economic data drove the initial pullback, particularly the higher-than-expected unemployment reported in July, as well as manufacturing data signaling weakening demand. This sparked renewed recession
Preparing financially for your retirement isn’t about endlessly stockpiling more money. It’s about making the most of what you’ve already saved. Focusing on smart financial strategies can pave the way to retire sooner than you imagined. Here are four specific steps that can help you get there: 1. Generate Income in Retirement Successful
Most people ignore the significant impact taxes could have on their IRA and 401K because they think they don’t have a choice in the matter. This is simply not the case. You have more control over your taxes than you realize, including your IRA and 401K, Social Security benefits, and investment income. Come
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.
Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.
Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka. In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!
