Are you prepared to navigate uncertainty in your retirement?
Designed to Protect Your Retirement
Imagine this: you’ve spent a lifetime saving for retirement, counting on Social Security, and dreaming of financial peace. But with market volatility, inflation, and complex tax laws, your hard-earned savings could be at risk. Many are unaware of strategies that may help maximize benefits and reduce taxes on retirement income.
This isn’t just about finances; it’s about aiming to secure your future and enjoying the retirement you’ve envisioned. It’s about confidence in your retirement plan.
Don’t wait until uncertainty impacts your peace. Join us for a free workshop that will equip you with the knowledge to make informed decisions about your Social Security benefits, tax strategies, and navigating market volatility. Take control of your future today—are you ready to take the first step?
– Timing your Social Security claims to potentially maximize benefits
– Strategies aimed at reducing taxes on retirement income
– Navigating market volatility and inflation in your retirement plan
– Navigating market volatility and inflation in your retirement plan
– Uncovering common misconceptions about retirement planning
– Methods to create a tax-efficient income stream in retirement
– Investment approaches that may enhance returns in uncertain markets
– Tools to help you work towards financial confidence in retirement
Guest Presenter:
Mac James Thatcher
From a young age, James Thatcher had an interest in personal finance. He opened up his own IRA at 19 and often helped friends and relatives create monthly budgets and financial plans to keep track of their money. Growing up in the midwest, where a firm handshake was often the beginning of a long-lasting relationship, James also learned the value of personal connections and showing up for others early on. James spent several years working in customer service, following his passion for helping others. As a Financial Advisor, he takes pride in assisting clients in creating a comprehensive financial strategy that sets them up for retirement.
WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024
If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.
Did you know?
64% of Americans say having a will is important, fewer than 32% have one.
Only 43% of those age 55 or older have a will or living trust.
43% of U.S. adults blame procrastination as the most common barrier to estate planning.
Please join us for this complimentary informational seminar at Rogue Community College- Table Rock Campus in White City, Oregon. We will discuss how to create a solid life after work plan and spouses are encouraged to attend! These important topics will be addressed:
Do I need a Will? Trust? Powers of Attorney?
How can I avoid the cost and delays of PROBATE?
How can I reduce Estate Taxes and leave more money to my loved ones?
How can I protect my assets from the devastation of Nursing Home Costs?
How will you keep your heirs from frivolously spending his/her inheritance?
Who gets your home, who inherits all of your bank accounts, who will get your assets?
Can you avoid family arguments over your belongings and keepsakes?
How can I create Tax-Free Income at retirement?
We will be discussing:
Do’s and Don’ts for transferring your assets (including your home or farm to your children)
The benefits of avoiding probate for your family
Protection from unexpected nursing home costs without nursing home insurance
How to reduce or eliminate many forms of taxation
The importance of having the right legal documents at the right time
If there’s a common unaddressed problem in the financial plans of many adults of all income levels, its what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will. We hope to see you there!
Please join us at the Medford Library to learn more about Estate Planning.
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Disclosure
This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
