I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. We offer college courses and workshops to further the financial education of our clients, so they will have the knowledge and confidence to make financial decisions suited to their goals and objectives.
Retirees and working adults are increasingly responsible for making and understanding sophisticated financial decisions involving investments, diversification, retirement and money management. Many lack the basic knowledge to assume these responsibilities, placing their financial well-being and retirement lifestyle in jeopardy.
We work with Adult Financial Education Services, a not-for-profit organization that is committed to raising the financial literacy of adults to make suitable financial decisions and understand investment advice received from others.
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One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming
Read MoreA recent survey found that 28% of workers are very confident about having enough money to live comfortably through their A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident. In 2001 congress passed a
Read MoreMany of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high. Does
Read MoreEvery year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits. It seems a shame not to make
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