Estate Planning: Tony Filippone Shares Key Retirement Tips on WIFR's Morning Blend скачать в хорошем качестве

Estate Planning: Tony Filippone Shares Key Retirement Tips on WIFR's Morning Blend

In this news appearance on WIFR's Morning Blend, Tony Filippone from Rockford Retirement Planning breaks down some of the most important estate planning strategies for those approaching retirement. Key Topics Covered: The 2-5 Year Rule: Why your plan shouldn't sit in a drawer for decades. Funding Your Trust: Avoiding the #1 mistake that leaves trusts empty. Amendments vs. Restatements: Simple ways to update your existing documents. The DIY Trap: Why online "quick fixes" often fail at the finish line. Smart Planning: Making professional estate planning affordable and easy. Click Here to Meet With Tony: www.chatwithtony.net Click Here for a FREE Mini Retirement Planning Class: https://go.financialadvisorrockfordil... Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information. The notes involve risks not associated with an investment in ordinary debt securities. The securities are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other governmental agency, nor are they obligations of, or guaranteed by, a bank. The securities will not be listed on any securities exchange and secondary trading may be limited. Therefore, there may be little or no secondary market for the securities. Accordingly, you should be willing to hold your securities to maturity. The securities are subject to the credit risk of the Issuing Bank, and any actual or anticipated changes to its credit ratings or credit spreads may adversely affect the market value of the securities.