July, 2024 - Financial Resources Group

So, Did You Decide?

July 22, 2024

Continuing on from last week, did you decide what kind of retiree you are? Regardless of whether you think of yourself as the Dynamo, the Philanthropist, the Homebody, or the Adventurer, it is recommended that you start building your strategy early. Along with newfound freedoms, retirement can also mean confronting uncomfortable topics and scenarios. The most common complaint amongst retirees is that they did not anticipate how derailing long-term care costs could be, nor did they confront the possibility of suffering through a short-term medical situation that would require round-the-clock nurses to avoid having to move into an assisted living

What Kind of Retiree Are You?

July 16, 2024

“What kind of retiree are you?” An interesting concept that we had some fun diving into, and wanted to share it with you. Are you “The Adventurer”? Do you want to stay active, are you in good health, and have you always wanted to fill up your passport pages? Are you “The Philanthropist”? Do you enjoy giving back and want to dedicate more of your time to worthy causes? Are you “The Dynamo”? Do you love your career and pride yourself on being productive and useful? Are you “The Homebody”? When you’re done with work do you dream of gardening,

How Do You Do It?

July 1, 2024

How should couples save for retirement if only one is working? Saving for two when one is the primary or sole breadwinner can be challenging. It takes proper strategizing that goes beyond just watching your spending. Often, couples think that there will never be a time when they can actually just enjoy life. Thankfully, that’s not necessarily true. There are strategies and options that can help you protect and save more income for retirement–or potentially even retire early. We know of some options you might not have even considered. Get in contact with us to learn more.

Financial Resources Group BBB Business Review

Site Map

*DISCLAIMER: This news page is for informational purposes only and does not constitute a complete description of our services or performance. This New page is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this News page should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement, or joint venture. ® and TM denote registered trademarks in the United States and other countries. This commentary was created by a third party for the Agent’s use.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Robert S. Messina, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Financial Resources Group and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Gibbs Wealth Management but are offered and sold independently by Financial Resources Group and Robert Messina, CA License #0E88665 and FRG Insurance Solutions, Inc. CA Ins Lic #0K21118.