Financial Concepts Retirement Planning

08/22/2025

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg. Instead of sticking to a fixed percentage, tailor withdrawals based on spending needs and account types.

Give us a call at 702-346-7025 to learn more!

08/20/2025

Tuesday, September 23rd @ 3pm! Please call to reserve a spot 🇺🇸 or register online : https://www.eventbrite.com/e/one-big-beautiful-bill-an-educational-presentation-tickets-1505185553509?aff=Facebook

08/18/2025

Happy Monday! 😊 If you’re worried about inflation, healthcare costs, or market volatility, we're here to help you fortify your plan. Don't let these challenges impact your retirement.

Give us a call at 702-346-7025. We look forward to meeting with you!

08/15/2025

Don't miss your chance to join us for our upcoming events! To register for one of these educational seminars, please call our office at 702-346-7025 to reserve your spot!

Or

Visit our event pages to register online

Sept. 23 - One Big Beautiful Bill: https://www.eventbrite.com/e/one-big-beautiful-bill-an-educational-presentation-tickets-1505185553509?aff=Facebook

Oct. 14 - Medicare 101: https://www.eventbrite.com/e/medicare-101-the-basics-of-medicare-tickets-1596243109109?aff=Facebook

We hope to see you there! 😊

08/14/2025

Today is Financial Awareness Day! A perfect reminder to take charge of your financial future. Whether you're saving, investing, or planning for retirement, every step counts.

Call us for your complimentary consultation today! 😊
702-346-7025

08/11/2025

It’s best to be cautious when taking cash out of your 401(k) plan, as there are specific rules related to when you can and cannot withdraw.

Call us for more information: 702-346-7025

When hardships strike, you can take money from a retirement plan.

08/06/2025

Learn how to maximize your Social Security income using an optimal claiming strategy: https://money.usenews.com/money/retirement/social-security/articles/social-security-mistakes-to-avoid

Give us a call for more information!
702-346-7025

08/04/2025

Money and health matter, but let’s not forget one of the biggest keys to a happy retirement: staying connected and building meaningful relationships.

https://money.usnews.com/money/retirement/articles/a-surprising-key-to-a-satisfying-retirement

08/01/2025

One of the cornerstones of retirement planning is preparing for longevity risk, which is simply the possibility of outliving your retirement savings. As life expectancies increase, retirees could face extended periods of financial need, making it crucial to implement strategies that ensure financial stability throughout retirement.

Give us a call to learn more! 702-346-7025

07/30/2025

It's never too early to plan for your future. Taking care of your future self means more than just saving money, it’s about making sure your wishes are honored and your loved ones are protected.

✅ Ensure your assets go exactly where you want them
✅ Protect your family from unnecessary stress and legal hurdles
✅ Make important healthcare and financial decisions ahead of time
✅ Minimize taxes and maximize what you pass on

Contact Ron Bird at our office to begin building an estate plan that truly reflects your goals! 702-346-7025

07/24/2025

What happens to your pension if your company goes bankrupt?
If you’ve ever wondered whether your hard-earned pension is protected, you're not alone.

This article breaks down what could happen and how the Pension Benefit Guaranty Corporation (PBGC) steps in to help.

👉 https://money.usnews.com/money/retirement/articles/what-happens-to-my-pension-if-my-company-goes-bankrupt

A must-read for anyone counting on a pension in retirement!