Commonly Asked Questions About Preparing for a Brighter Future

In his nearly 45 years of experience as a financial planner and consultant, Doug Andrew has heard a lot of questions from his clients and his students. Some questions, as you might expect, seem to come up on a regular basis. Often, these questions have to do with how to save for the future. What are the pitfalls to beware of and how do you find the appropriate savings vehicle in which to accumulate your retirement nest egg. In this episode you’ll learn the long and short term strategies that will keep you on course now and keep you secure far into the future.

Here’s a preview of some of the subjects Doug goes over this week:

  • If your boss is matching contributions to your company’s IRA or 401(k), does that mean you’d be wise to utilize one as a savings vehicle? Are there better ways to save?
  • If you took a bath when the market declined in 2008, you’re likely wondering how to protect yourself from future market volatility. Doug explains how to watch your savings safely grow.
  • Why do so many people save for the future in tax-deferred accounts like IRAs and 401(k)s? Doug explains why tax-free savings is a better approach than tax-deferred contributions.
  • What are your options if you are top-heavy in tax-deferred savings? Is there a way to escape the tax trap that’s waiting for you?
  • The danger of outliving your retirement savings is a greater threat than many realize. Learn why so many people end up in a higher tax bracket at retirement than they were in previously.
  • Is it possible to enjoy Liquid Assets Safely Earning predictable Rates of return? Once you’ve heard Doug’s explanation of his LASER account, you’ll understand why you have real options.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.