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Stevenson

Re-Balancing Your Portfolio Allocations

In today’s uncertain financial landscape and based on the market run up we have seen in 2017, we believe it is more important than ever to establish a well-maintained portfolio that can help you reach your financial goals. Your portfolio needs to not only meet your need for capital, but also provide you with financial […]

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Stevenson

Creating Income for Life

 The number one concern for most retirees is the possibility of outliving their income in retirement. For example, Baby Boomers are retiring at astonishing rates and are looking for ways to replace their steady paycheck. They are worried about the potential of Social Security diminishing and what might happen to their retirement if it does. […]

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Stevenson

Retirement Planning: The Big Picture

Future retirees and retirees should take into consideration the big picture of their retirement planning, which includes conducting financial planning and tax reviews. Once you have the full picture, it helps you make more detailed and necessary decisions to achieve the retirement for which you have worked so hard. Planning for retirement is a multi-step […]

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Stevenson

Navigating Through Annuities

When it comes to retirement, many people rely on 401(k)s and Social Security to provide them the necessary income they need. Sometimes, those sources of funds are not enough and retirees are faced with an income gap that they need to figure out how to fill. This is where annuities can come in handy for […]

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