Tag: retirementadvisor

The Truth About Retiring Rich That Most Millennials Don’t Know

Many millennials often tell me they won’t get rich without a six-figure salary. Your financial planner in Fresno CA understands that this myth stops many of us from taking those crucial first steps to build real wealth for retirement. Let me show you proven strategies that’ll help you retire rich, whatever your current income might […]

Why Your Financial Plan for Retirement Might Be Missing The Lifestyle Factor

Many retirees with substantial savings still feel unprepared for their golden years. This common situation raises an interesting question about retirement readiness. Your retirement consultant in Fresno CA will explore how money in the bank doesn’t guarantee a fulfilling retirement experience. Why Traditional Retirement Planning Falls Short The latest data shows that fewer than 50% […]

Maximize Your Retirement Health Benefits with a Retirement Calculator

Healthcare costs might eat away 30% of your retirement savings. Your retirement plan consultant in Fresno CA, knows that most people don’t realize how these expenses add up during their retirement years. This oversight often leads to financial challenges later. A retirement calculator helps eliminate this worry. You can project your future healthcare needs and […]

Rethinking 65: How to Redefine Your Golden Years

Retirement at 65 no longer follows its traditional path. Your financial planner in Fresno CA understands recent studies reveal that more than 70% of Americans intend to work beyond the standard retirement age. This marks a fundamental change in retirement planning and shows how society adapts to increased life expectancy and new economic realities. Embracing […]

Ways Seniors and Technology Can Enhance Retirement Life

Recent studies reveal that 75% of adults aged 65 and older use the internet regularly, showing a remarkable transformation in how seniors embrace technology. With countless options regarding retirement planning in Fresno CA available digital tools have become vital for modern retirement living, and the right technology choices help senior citizens stay independent, connected with […]

When Should I Start Saving?

Are you prepared to take charge of your future financial situation? In this article, your Fresno financial advisor will discuss how regardless of age or financial status, everyone could secure financial security. It’s not just for the fortunate few. We provide solutions for everyone, from young professionals just beginning their careers to old nesters hoping […]

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.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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