Get must-know insights on retirement issues relating to your financial future - including getting the most out of your Social Security benefits. We offer local, no-cost seminars to help you make well-informed decisions with confidence.
Discover advanced strategies to keep your wealth safe and intact. We can help you protect life savings from market volatility, tax liability, and other costly wealth-draining factors. Learn ways to make your money work for you.
Let us empower you to enjoy peace of mind and know how you will pay for your fixed-income needs each month. See how you can benefit from specialized financial strategies for lifelong, reliable income no matter what the market does.
Build a personal plan so you can maintain your lifestyle and spend with confidence. We offer planning options for many goals: income, asset protection, risk management, low-risk wealth accumulation, and more.
With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing trend of "solo agers," or those who retired without marrying anyone or having any children. According to the American Society on Aging, around 20% of boomers fit this trend.
If you are a solo ager, here are some questions to ask when planning for your retirement. How you answer these questions can be crucial in helping you enjoy a comfortable and financially confident retired lifestyle.
So, you have decided that an annuity makes sense for your retirement. But what type of annuity might be right for you? This will depend on the answers to a variety of questions.
What is your risk tolerance? What timeline do you have for your money? What annuity guarantees are important to you? What you hope to accomplish with the annuity contract? All of these considerations and more are relevant to what annuity might be a good fit for you.
Here are some questions to consider as you think about what annuity might be right for your situation.
"I recommend Mike Marrone, and Marrone Financial, for their professionalism, financial experience, and knowledge of the retirement planning space. Mike is exemplary in his dedication to consumer education and in helping his clients find solutions that fit their complete financial picture."Brent Meyer Jr., Founder of SafeMoney.com