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05-26-09 There are countless questions that have arisen from the recent recession, some of which you are asking yourself on a daily basis.
Is “buy and hold” dead?
How long will it take to recover my losses?
Can I still retire?
If I retire will I outlive my money?
Is my money safe, and how do I know my advisor is not a “Madoff”?
Are my taxes going to increase?
Are my assets protected from creditors and lawsuits?
Should I stop contributing to my 401(k)?
Is there a better place to invest for my retirement?
Should I buy a home in this market?
Would I pay estate taxes if I wanted to pass my wealth to my kids?
After all this, how can I pay for my kid’s college?
If you’re not 100% confident that your planning has the answers to all these questions, you must contact a representative at FMN. We operate as an independent and objective source to help you answer these questions and much more in our planning process. Navigating today’s market, economy and tax legislation is more complicated than ever. We’ve developed unique strategies to ensure that you’re taking advantage of the best strategies to grow, safeguard and distribute your wealth over your lifetime. With our team approach to financial planning, we coordinate the efforts of your accountant, attorney and various other professionals to make sure that when you face the rollercoaster of life, you do so with your eyes wide open and with a plan in place. Even in today’s market, there are plenty of opportunities to grow your wealth safely. The keys to your success lie in your desire to seek new information and expert advice. After all, you know what you know, and you may even know what you don’t know, but when you don’t know what you don’t know than you miss opportunity. For instance, you may say “I know that my 401(k) has taken a bad hit lately”. Then you say “I know that I should change the investments and rebalance, but I don’t know how to be allocated”. But when you don’t know that the 401(k) may not even be the place you should be investing for retirement than you miss opportunities. Our job is highlighting opportunities. If you’d like more opportunities to save taxes, grow your wealth, and safeguard your assets, than you need to call FMN today - 949-455-0300.
Ryan Maroney, CFP® Vice President Financial Management Network, Inc. Registered Representative FMN Capital Corporation
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