Meinen Financial Services

Russell G. Meinen,CLU,ChFC

The Safe Money Man

Blog

Retirement Planning

Posted on January 3, 2017 at 8:55 PM
Are you retired? Do you hope to retire someday? Do you have someone to help you get there and/or stay there? I'm a comprehensive retirement planner. I advise people in areas such as when to claim Social Security, low risk/low volatility investments, Medicare, retirement income options, long-term care issues and necessary legal documents. In fact, I teach retirement planning classes held at Tarrant County College. Typically when I have a chance to sit down with people they share things like; "I've worked hard for a long time. I've been able to save a pretty good about in my 401k and other investments. But, I lost a lot in the early 2000's and lost even more in 2008. Fortunately, the market has come back both times, but I can't afford losses like that again." Or, in other cases folks tell me they're worried about outliving their money in old age. In fact, that's the #1 fear I hear in my office. They know their 401k isn't a pension and don't know how to set up a retirement income stream they can't outlive. I also hear from others who say, "I'm confused about how and when to take Social Security. I've paid my taxes into the system for decades and want to understand what options are available. I just don't know where to go for help." I don't know enough about your situation, but, on the surface, is any of this relevant to you and worth a conversation? Give me call or send an email.

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