How to Avoid Problem Clients by Senior Financial Resources. How to Avoid Problem Clients. Senior Financial Investment Resources. FONT Size: Increase | Reset Educational Resources In addition to the articles, the media section, and our classroom, Senior Financial Resources want you to learn about the world around you, and how it interacts with your retirement savings.
Thom has provided you some links to pages that he reads every day. These sites provide him with a vast spectrum of knowledge on finance, the economy, politics, world affairs, and retirement planning resources. We highly recommend you check out these sites and incorporate some of them into your day. MarketWatch.com For the most up-to-the-minute summary of economic and market news, articles, and connecting links to a wide variety of web publications, nothing beats MarketWatch. BigCharts.com Click on “Markets,” then on “Major Indexes,” to track the advances/declines in any of dozens of stock market indices around the world. SocialSecurity.gov Click on the link to read the Trustee’s latest report on the solvency of Social Security benefits. Learning Center. Financial Planning Tips. Senior Financial Planning. FONT Size: Increase | Reset Who We Are Senior Financial Resources are a seasoned team, trained, licensed and certified to provide our clients with the tools and solutions they need to make informed decisions regarding their hard-earned retirement savings.
Thomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national mentor to other advisors, and an insurance advisor to more than 500 of his own successfully retired clients, now spread throughout 18 states and six countries. However, beyond Thom, SFR is a team that is uniquely qualified to work with those seeking safe-money strategies. Who We Are Latest Blog Posts. Wealth Transfer Planning. FONT Size: Increase | Reset What We Do We help New Englanders over age 50 rescue an age-appropriate amount of their assets from risk in the market or low returns, into guaranteed insurance vehicles offering reasonable rates of return.
We also advocate other strategies, such as long-term care planning, wealth transfer maximization, charitable gifting strategies, pension and Social Security maximization, and much more - but our first focus is usually to assist in implementing solutions that "stop the bleeding" incurred by losses, age-inappropriate risk exposure, or even painfully low yields. Wealth Management Services. Senior Financial Resources: Join us Thursday, September 29th at 5:30 pm for "Guaranteed Lifetime Income Strategies"! NEXT WEEK: Guaranteed Lifetime Income Strategies Thursday, September 29, 2016 @ 5:30 pm with Thom Brueckner, CLTC President & CEO, Senior Financial Resources, Inc.
About This Class Given a choice between the possibility of being rich, or the certainty of never being poor, which would you choose? This class examines the state-of-the-art tools and strategies first introduced two years ago in Tony Robbins’ best-selling tome, "Money: Master the Game. " Senior Financial Resources: Is The Economy Doing Well? Join Us For Our Upcoming Dinner Seminar THIS Thursday, Sept. 8th To Learn More! Wednesday, 7 September 2016 Is The Economy Doing Well?
Join Us For Our Upcoming Dinner Seminar THIS Thursday, Sept. 8th To Learn More! Do you believe that the economy is doing well? Let’s review the data together. New Medicare 101 Class – Senior Financial Resources – Medium. New Class!
Medicare 101 Wednesday, September 14 at 5:30 p.m. If you are approaching age 65, or are under 65 but have disabilities, then Medicare is something you’ll need to understand. Your instructor takes you through the nuts and bolts of Medicare health coverage sharing with you how Medicare Supplement and Medicare Advantage plans work. He will discuss costs and review the various plan options. Instructor: Stephen Donohue, RHU Owner, Atlantic Insurance & Benefit Company Stephen J. Senior Financial Resources: 'Surviving and Thriving Amid the Coming Global Recession' Seminar. At the Crowne Plaza Hotel 2 Somerset Parkway (Exit 8) Nashua, NH 03063 Registration opens at 5:15 p.m.
Seminar starts at 5:45 p.m. sharp Dinner is served after 7:00 p.m. What Does Your Website Say About You. What Does Your Website Say About You by Senior Financial Resources. 4shared.com - free file sharing and storage - Document Preview - text. Untitled. What Does Your Website Say About You. New Tax Planning & Retirement Class – senior financial resources. Tax Planning & Retirement Wednesday, October 26th at 5:30 p.m.
No one wants to be surprised about their taxes. As you prepare for retirement, Tax Planning ensures you are ready to make the best decisions about your taxes and thus protect your assets. In this class, your instructor will review which lifestyle and income changes you can expect (i.e. when you stop working, earn investment income, or receive a distribution from a retirement plan) as well as what adjustments or deductions will apply to you (i.e. IRA deductions, dependent care expenses, medical expenses, etc.). Instructor: Richard Belanger, CPA President, Richard H. Richard H. Senior Financial Resources: Please Donate to Salute our Soldiers 5K Walk & Fun Run. On Sunday, September 11th, Veteran’s Count New Hampshire (VCNH) will be hosting the Salute our Soldiers 5K Walk & Fun Run at Mine Falls Park in Nashua, NH.
Their goal is to raise $25,000 and spread awareness in efforts to support our veterans, service members, and their families. You may be aware—from our participation in VCNH’s Salute Our Soldiers Walk in June 2015—that this is a worthy organization which truly goes the distance to support our veterans and military families. A program of Easter Seals, VCNH (www.vetscount.org) was created to ensure New Hampshire's veterans and their families do not have to endure personal struggles after sacrificing so much for our country. The program, quite simply, provides financial assistance to veterans and their families in need of emergency services. I joined the Executive Board of VCNH at the inception of the Nashua chapter a few years ago, and we have worked to grow the program over these last years. Social Security Election and Pension Maximization Strategies – Senior Financial Resources – Medium. Social Security Election and Pension Maximization Strategies Senior Financial Resources is the leader in wealth preservation and safe money strategies for retirees and pre-retirees.
We are educators who believe in empowering through information and knowledge. Social Security Election and Pension Maximization Strategies — SFR Course Descriptions As pre-retirees are considering their income stream — and how it will last for the rest of their life — correct pension and social security elections are critical. Understanding Long Term Care – senior financial resources. Senior Financial Resources is the leader in wealth preservation and safe money strategies for retirees and pre-retirees. We are educators who believe in empowering through information and knowledge. Understanding Long Term Care: What, Where, When & How – SFR Course Description This class provides an overview of the realities of long term care planning (LTCP). Attendees will gain an understanding of why and when LTC planning may be appropriate and what it covers.
That’s the challenge. Senior Financial Resources: Creative Leverage in Index Annuities. Senior Financial Resources is the leader in wealth preservation and safe money strategies for retirees and pre-retirees. We are educators who believe in empowering through information and knowledge. Creative Leverage in Index Annuities – SFR Course Descriptions Did you know that it’s possible to get additional bonuses on your account balances after the first year, multiple times, on the same dollars? In this class, your instructor outlines strategies and demonstrates tactics on how moving funds between your annuity IRA and an equities retirement account can guarantee additional bonuses that could either supplement a “sell high”—or recover a recent loss in your stock accounts.
Financial Planning Tips. Wealth Management Services. Tips for Preparing for a Successful Retirement. Tips for Preparing for a Successful Retirement Preparing for retirement is one of the most important decisions you will make as an adult, and how well you execute this process will impact many lives: yours, your spouse and potentially your heirs as well. At Senior Financial Resources, we specialize in helping clients prepare for and successfully go through retirement.
Follow these seven tips to ensure you are well prepared to get the most out of your retirement. 1. Get your relationship with risk in the right place 2. Senior Financial Resources: Guaranteed Lifetime Income Strategies - Part 7. With a Guaranteed Lifetime Withdrawal Benefit feature, you can add to some FIA products which help you leverage an income base. Equally, you can also turn on income right away or within 1-3 years, based on your retirement needs. This benefit feature is ideal if you don’t want to lose money again, you’re tired of market risk, you want CERTAINTY, but not Probability or Possibility, and there is LONGEVITY in your family history. A Guaranteed Lifetime Withdrawal Benefit feature is NOT “Annuitization” which doesn’t allow you to pause your annuitized payouts once they begin, or give you the flexibility of withdrawing funds if you need them. Equally, if you die, the funds remain with the insurance company and your heirs don’t get them. Senior Financial Resources: Guaranteed Lifetime Income Strategies - Part 6.
So, back to those silos again. By placing your savings in these silos, you are following Warren Buffett’s “Rule of 100”. The “Rule of 100” is a means for determining how much of your portfolio should be exposed to risk by subtracting your age from 100. The difference is the percentage of risk you can withstand. Now for the fun part… The last silo is for your Certainty Money. It’s called an Index Annuity with a GLWB feature, and it’s rapidly becoming the favorite core holding—yes, the Certainty Silo—of baby boomers approaching or newly in retirement, especially as they’ve continually watched Wall Street gain and lose, gain and lose, fearful of the next crash.
Senior Financial Resources: Guaranteed Lifetime Income Strategies - Part 5. By placing your savings in these silos, you are following Warren Buffett’s “Rule of 100”. The “Rule of 100” is a means for determining how much of your portfolio should be exposed to risk by subtracting your age from 100. Senior Financial Resources: Guaranteed Lifetime Income Strategies - Part 4. By placing your savings in these silos, you are following Warren Buffett’s “Rule of 100”. The “Rule of 100” is a means for determining how much of your portfolio should be exposed to risk by subtracting your age from 100.
The difference is the percentage of risk you can withstand. In the first silo, you’d put your Possibility Money. One of the key questions that I ask each new client prospect during their initial interview is, “What percentage of the money that it’s taken the two of you 40 years to save, could you comfortably afford to lose—without impacting your planned retirement?” Live Free But Don't Die in New Hampshire. Live Free But Don't Die in New Hampshire. Live Free But Don't Die in New Hampshire by Senior Financial Resources.
4shared.com - free file sharing and storage - Document Preview - text. Financial Planning Education. Long Term Health Insurance. FONT Size: Increase | Reset Services “My first rule of investing is to never lose money. My second rule of investing is to never forget the first.” - Warren Buffett. Wealth Transfer Planning. Senior Financial Resources: How much care will YOU need? Find out on July 28th at 5:30 pm at "Understanding Long Term Care: What, Where, When & How"! Someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining yearsWomen need care longer (3.7 years) than men (2.2 years)One-third of today’s 65 year-olds may never need long-term care support, but 20 percent will need it for longer than 5 yearsOverall, more people use long-term care services at home (and for longer periods of time) than in facilities.
You have options. Wealth Management Company. Retirement Planning. FONT Size: Increase | Reset. Senior Financial Planning. Getting a Second Opinion on Your Pending Retirement. Do you have a sinking feeling about the world economy, markets, or the upcoming election? Senior Financial Resources: Getting a Second Opinion on Your Pending Retirement. Do you have a sinking feeling about the world economy, markets, or the upcoming election? Senior Financial Resources: Surviving and Thriving Amid the Coming Global Recession on July 14th. Join us for our upcoming dinner seminar “Surviving and Thriving Amid the Coming Global Recession” on Thursday, July 14, 2016 at LaBelle Winery, 345 NH-101, Amherst, NH 03031 Registration opens at 5:15 p.m. and the seminar starts at 5:45 p.m. sharp. Senior Financial Resources: Economic disaster waiting to happen: Peaking Stock Buy-Backs. Since the start of 2014, the S&P 500 Index is higher by more than +20%. During this time, -$291 billion has flowed out of domestic stock mutual funds alone.
The only thing keeping stocks from imploding—even though private investors have pulled $89 billion out of equity markets since then, is that corporations have been buying back shares of their own stock, often with cheaply borrowed money , thus shoring up their share prices as well as the S&P 500 overall. These buybacks have no nutritional value for the markets or for the economy at large, and are akin to dipping a bucket in the shallow end of one’s pool, only to dump its contents 50 feet away in the deep end. Stopping the Losses Before Retirement by Senior Financial Resources.
Stopping the Losses Before Retirement. 4shared.com - free file sharing and storage - Document Preview - text. Stopping the Losses Before Retirement. Financial Planning Tips. Dismal Spring Jobs Reports Set Summer Stage – senior financial resources. Senior Financial Resources: Dismal Spring Jobs Report Impacts Slowing Economy. Wealth Transfer Planning. Educational Resources to Gain Control of your Retirement. Financial Planning Education. Wealth Management Services. Safe Money Strategies. Wealth Transfer Planning.
Long Term Health Insurance. Real Cost of Owning a Mutual Fund. 4shared.com - free file sharing and storage - Document Preview - text. Wives, Widows, and 40-year Money: Understanding the Need to. Real Cost of Owning a Mutual Fund. Real cost of owning a mutual fund by Senior Financial Resources. Senior Financial Planning. Senior Financial Resources: Join Us This Thursday, June 9th for "Pension Maximization & Social Security Election Strategies" at 5:30 pm! Senior Financial Resources: 5 Tips When Deciding if a Seminar Event is Worth Your Time - Join us on June 2nd to Find Out! Senior Financial Resources: Guaranteed Lifetime Income Strategies - Class Summary. Senior Financial Resources: How Will The Global Recession of 2016-17 Impact Your Retirement? To Find Out More, Please Join Us Thursday, June 2, 2016.
Senior Financial Resources: How Will The Global Recession of 2016-17 Impact Your Retirement? To find out more, please join us Thursday, June 2, 2016. Wealth Management Services. Retirement Planning Information. Financial Planning Tips. Long Term Health Insurance. Wealth Management Advisor. The Mature Investor-SFR. Senior Financial Planning. 10 Stock Market Myths That Just Wont Die. 4shared.com - free file sharing and storage - Document Preview - text. 10_stock_market_myths_that_just_wont_die_7-29-10. 10 Stock Market Myths That Just Wont Die by Senior Financial Resources. Senior Financial Resources: May 3rd Seminar-Part 3. Senior Financial Resources: May 3rd Seminar-Part 2. Senior Financial Resources: May 3rd Seminar - Part 1. Lifetime Income Benefit: SFR. Rescuing Your 401K Before Retirement: In-service Rollovers – How it works – senior financial resources. Rescuing Your 401K Before Retirement: Key Points to Remember – senior financial resources.
Senior Financial Resources The Team. Senior Financial Planning. Wealth Transfer Planning. Wealth Management Services. Senior financial reprints by Senior Financial Resources. 4shared.com - free file sharing and storage - Document Preview - text. Senior Financial Reprints. Senior financial reprints. One vs 114 complaints by Senior Financial Resources. 4shared.com - free file sharing and storage - Document Preview - text. One Vs. 114 Complaints. One Vs. 114 Complaints. One vs. 114 complaints. Rescuing Your 401K Before Retirement: History of the 401K (Ted Benna) – senior financial resources. Rescuing Your 401K Before Retirement: History of the 401K (Legislation) – senior financial resources.