I thought you might like this week’s article because it contains several videos aimed at raising your “Retirement IQ”. Did you know that “A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target in mind, have ended up saving very little. In fact, 1 in 4 baby boomers have less than $5k saved for retirement.” The good news is “it’s easy to raise your retirement IQ. Start with the basics of estimating costs, get a balanced portfolio in place, and research financial products that offer a guaranteed stream of income no matter how long you live.” We can speak with you about some of these financial products if a guaranteed stream of income is what you are looking for. Call us, we’re always here to help.
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James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
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Green Line NW, LLC
Oregon Ins. Lic. #100293643
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2305 SE Washington St.
Suite 102
Milwaukie, OR 97222
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1025 NE Roberts Ave.
Suite A
Gresham, OR 97030
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Park Plaza West
10700 SW Beaverton Hillsdale Hwy. Bldg. #2, Suite #470-10
Beaverton, OR 97005
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4610 NE 77th Ave.
Suite 136
Vancouver, WA 98662
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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
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