Armstrong ∙ Dixon’s Post

Financial markets can be volatile, making it hard to know what to do with your investments. A retirement advisor can help you develop a resilient investment strategy aimed at helping you achieve your long-term goals. #Investing #RetirementGoals https://lnkd.in/e9FzD8MR

Financial markets can be volatile, making it hard to know what to do with your investments. A retirement advisor can help you develop a resilient investment strategy aimed at helping you achieve your long-term goals. #Investing #RetirementGoals https://lnkd.in/ePYct4px

Your retirement is unique, and your investment strategy should be too. Discover 5 factors that can help you find the right balance for your unique financial goals: https://lnkd.in/eaHvFU-W #retirementplanning #assetallocation #financialplanning

Question: Someone at work told me that my pension fund is subject to sequencing risk because it is only invested in 1 diversified fund. What is sequencing risk? Answer: Sequencing risk is the risk that the timing and order of investment returns will adversely affect a portfolio, particularly during retirement when withdrawals are being made. This risk is heightened if significant losses occur early in retirement, as it can deplete the portfolio more quickly and leave less time for recovery. In other words, poor returns early on can undermine the long-term sustainability of the portfolio, as subsequent withdrawals can magnify the impact of these early losses. You should see your financial adviser who can help you design a suitable portfolio to help you manage sequencing risk. If you are looking for a financial adviser, book a free initial call https://buff.ly/3RaGqS4

As you approach retirement, consider your lifestyle and goals. Merrill's process helps create a personalized plan to achieve your goals and stay on track !

Want to start saving for retirement but not quite sure how much you should be putting away to reach your goals? Let's connect and I would be happy to share how our planning tool at Merrill Lynch can help answer that question!

Ensuring a secure retirement involves more than just saving diligently. It's important to integrate asset protection strategies to safeguard your savings from unforeseen threats. These strategies could include: ◾ Diversifying investments ◾ Establishing trusts ◾ Considering offshore options ◾ Utilising annuities and insurance ◾ Leveraging Roth IRA protections Be sure to regularly review and adjust your plan to stay prepared for market changes and life events. Click here for more insights: https://lnkd.in/eaUYtCKP #RetirementPlanning #AssetProtection #FinancialSecurity #InvestmentStrategy #WealthManagement #ForbesFinance #FinancialAdvice

If you have a retirement account with Fidelity, Charles Schwab or Vanguard and want to SELF-DIRECT your 401k, IRA or Roth. Text "IRA" to start investing: 305-407-0276 CardoneCapital.com You can INVEST with your IRA/401k. Call or text to see if you qualify #CardoneCapital #realestatetips #MultifamilyInvesting #realestateinvesting #billionaire #grantcardone #10x #realestatetips #millionairementor #wealthcreation #wealthy This is not an offer; offers will be made only by means of the Regulation D Offering Documents (available at https://lnkd.in/gt6wXG2R) or the Regulation A Offering Circular (available at https://lnkd.in/eH_NBccy), either of which may be updated or amended from time-to-time with the most recent Offering Circular or Offering Documents. The Regulation D offering under Rule 506(c) is for accredited investors only. For our current Regulation A offering(s), no sale may be made to you in this offering if the aggregate purchase price you pay is more than 10% of the greater of your annual income or net worth (excluding your primary residence, as described in Rule 501(a)(5)(i) of Regulation D). Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, we encourage you to review Rule 251(d)(2)(i)(C) of Regulation A. For general information on investing, we encourage you to refer to www.investor.gov. The acquisition of any property identified in this communication is subject to various contingencies and may not be consummated. Past performance is not an indication of future results. Investing involves risk and may result in partial or total loss. Prospective investors should consider carefully investment objectives, risks, charges and expenses, and should consult with a tax, legal and/or financial adviser before making any investment decision. For additional information, visit https://lnkd.in/e96qcfyK

It's fairly common to see underperforming retirement plan investment line-ups receiving little to no attention. Other than the fact that an underperforming fund menu can wreak havoc on long-term performance, selecting and monitoring plan investments is a core responsibility of plan Fiduciaries. While this can seem overwhelming to some, a plan advisor can assist in the process. Reach out today to start a conversation and learn more.

Starting to plan for Retirement? Or has the thought ever crossed your mind about how to best prepare? Check out my latest video to learn more!