The Retirement Maven

Ma⦁ven – An expert or connoisseur

{2 minutes to read}  With my colleagues Jonathan Gassman and John Male at G&G Planning Concepts Inc., an investment advisory firm with which I’m affiliated, we launched a new website called The Retirement Maven. The website was created as a resource to help our clients plan for a more successful retirement. The Retirement Maven is designed to assist with all things having to do with retirement planning including:

• How to model whether you’ll have adequate income for retirement;
• Retirement income planning;
• Healthcare needs;
• How Social Security integrates with your retirement;
• Estate planning;
• Risk management;
• Insurance;
• Coordinating employer benefits;
• Medicare; and 
• Social Security.

All of these items could have a significant impact on your retirement.  We urge you to take a look at The Retirement Maven website. Meet the mavens and schedule a call with us so that we can help you model out your investments, your income, and help you make the right decisions regarding your Social Security, health insurance, and long-term care. It’s helpful working in a team environment with so many different types of experts:

• Certified Public Accountants;
• Certified Financial Planners;
• Chartered Life Underwriters;
• Chartered Financial Consultants; and 
• Advisors in Philanthropy. 

Between Jonathan Gassman, John Male, Deborah Marcovecchio, and myself, we make a great team for helping our clients do the best they can to manage the risks of retirement and build the best retirement plan.  I have also included a link to the video Market Risk and Your Retirement. The video talks about retirement risks and market volatility, and how it may affect your retirement. It’s a very interesting way to spend a couple of minutes. So take a look at the video and The Retirement Maven website, and give us your feedback. Let us know what you think about the website. Give us a call if you have any questions or if we can be of help to you. 

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS.  Strategic Wealth Advisors Network and Gassman Financial Group are not affiliated with APFS. 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. American Portfolios Financial Services, Inc. (APFS) and American Portfolios Advisors, Inc. (APA) are not affiliated with any other named business entities mentioned.