Crazy to think we are electing a new president next week.
All the political ads will FINALLY come to a stop!
I’ll cheers to that on Wednesday!
Here is the most recent video on the Most Common Question I get. Hope it’s helpful!
Here are your Quick Hits:
The Retirement Planning Playbook
- I haven’t seen this many resources that are free to the Independent advisor in a long time. Tons of good stuff in here!
- Social Security Presentation
- Emails to use
- Research and articles to use
- Client workbook
You’re not upper class in America until you’ve reached this coveted status
- This is a great article that gets you thinking what makes middle class the middle and what makes upper class upper?
- “My job still defines my ability to survive,” he said. Most Americans would object to seeing a household with their earnings as anything but upper class, he acknowledged, but in his mind, class isn’t purely a product of income. Instead, he said, it’s a question of “How well off are you in the event you’re not able to work anymore?”
- “Of course, freedom and flexibility usually require money – and lots of it.”
Americans Lack Plans for Retirement Income, Allianz Life Study Finds
- I love this study every time Allianz puts it out.
- 44% say they currently have a plan for how they will take income in retirement
- 48% worry they will live too frugally and not enjoy retirement as much
- 45% worry about how to best take distributions from their retirement savings for retirement income
New White Papers!
I apologize to all my Non-AE advisors who read this…this is AE only
We consistently rolls out new whitepapers and if you are like me, there are so many it’s hard to keep track. Here are a few of the most recent and hot ones!
