Tag: fresnoretirementadvisor

How Millennials Can Master Wealth Management for Early Retirement

The reality hits hard for us millennials – waiting until 65 to retire isn’t the only way anymore. Most of us want to retire decades earlier. The path to financial freedom needs smart wealth management strategies that start right now. Our generation stands at a unique position regarding retirement planning in Fresno CA available with… Continue reading How Millennials Can Master Wealth Management for Early Retirement

Recession-Proof Your Retirement: Diversified Portfolio Strategies for 2025

Many people worry about their retirement savings at the time market uncertainty and recession fears loom. Your financial planner in Fresno CA understands that no one can predict the next economic downturn, but a well-diversified portfolio offers protection for investments. This piece outlines proven strategies that will help safeguard your retirement savings in 2025. You… Continue reading Recession-Proof Your Retirement: Diversified Portfolio Strategies for 2025

The Ultimate Guide to Side Hustles for Retirees

Studies show that 40% of retirees look for ways to make extra money in retirement. Side hustles give retirees a great chance to add to their retirement savings while staying active and achieving their goals. Your retirement consultant in Fresno CA will explore how these flexible earning options help seniors keep their minds sharp, stay… Continue reading The Ultimate Guide to Side Hustles for Retirees

Mastering the Art of Passive Income in 2024

If your goal is to achieve financial independence before the typical retirement age of 60 years old, it is necessary to establish a source of passive income. This article will discuss the most effective passive income investments in today’s economic climate. What is Passive Income? Your Fresno financial advisor will discuss will how passive income… Continue reading Mastering the Art of Passive Income in 2024

California Insurance License # OK48173
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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