Retire From Work – Not Life
I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
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The Bipartisan Budget Act of 2015 signed into law by President Obama on November 2, 2015 includes impactful changes to how retirees may elect to receive Social Security benefits. While the effective date of the legislation began for some provisions on November 2, it is important to know how the remaining provisions will impact you as they are phased in. Different rules will apply depending on your age. Learn more about the provisions of the Act and contact me today to discuss how these changes may apply to you.
It’s a small world, after all. With stronger growth prospects and attractive valuations, we think investors should start considering U.S. small caps as a key component of a diversified portfolio.
Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, IA, ID, IL, IN, KS, MN, NC, NY, OH, OK, SC, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.