One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. John talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety, investment options, tax implications, and much more. John discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So John will explain how different annuities work and how they might be used in someone’s financial plan.

More Info:

Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.