We know the saying “the more things change, the more they stay the same”.
This is especially true when it comes to money and retirement. What do I mean? While the world is always changing, and boy is it changing right now…the questions and concerns about retirement have not changed much at all. And I have been doing this a LONG TIME! These three themes are constantly top of mind on pretty much every pre-retiree regarding retirement!
1 – Taxes
What strategies are out there for me to pay zero in taxes, like a Roth IRA
2 – Market Volatility
How to avoid the, well not so much the “highs”, but definitely the “lows” of the markets, perhaps by using a volatility buffer.
3 – Running out of money
What things can you do to make sure you don’t outlive your income by considering something like a fixed indexed annuity.
To help get a handle on this and what can be a great place to start is attending our weekly IFW retirement roadmap webinar. Oh, it’s free, every Wednesday at 7 pm EST.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.