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To begin taking control of your finances, you first need to know where you’re current finances are. You need to change your spending habits and you need to change your financial mindset.
Last month I did my very first financial needs analysis…. And I learned a lot about myself.
I also began working in financial planning and have learned some valuable information. Since then, I’ve already accomplished a few goals.
1st: I am licensed in products like annuities and insurance.
2nd: I understand the advantages of an IUL policy.
3rd: I adjusted my life insurance policies, have an IUL, and plan to open another IUL plan in the near future
4th: I know the difference of tax now, tax later, and tax advantage products.
5th: I switched to a Roth IRA from a traditional IRA.
6th: I understand how an Annuity guarantees you income for life while in retirement.
Personally, I’ve learned that my IUL and Roth IRA offer the greatest tax advantage solutions (such as tax free withdrawals) and that having guaranteed income from an annuity are the best tools (for me) that will help me reach my retirement goals.
As a financial planner, I can help you develop a financial strategy that will not only help you reach your savings goal but also help you find ways you can save on taxes.