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3 Financial Developments to be Thankful for in 2020

3 Financial Developments to be Thankful for in 2020

by CreativeOne | Nov 15, 2020 | Uncategorized

This year has been a rollercoaster ride. COVID has dominated the headlines and impacted every aspect of our lives. It has shut down businesses, schools, and workplaces. It’s changed the way we interact and socialize. And of course, it has deeply impacted the economy...

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Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.   Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. I am licensed to offer insurance products only and do not provide investment, legal, or tax advice. Any discussion of retirement account rollovers is strictly limited to insurance-based options such as annuities. I do not provide recommendations regarding the sale or purchase of securities, nor do I offer investment management services. Clients should consult a properly licensed financial professional before making decisions involving securities or investments.