Preparing for the Future

As you develop your financial strategies, you should strive to preserve your assets and help protect your family against life’s uncertainties. There are many considerations to take into account as you approach retirement age.

Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education. Finally, consider working with your legal advisor to establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security. Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.

Here are some options to consider:

• 529 College Savings                                
• Annuities                                                      
• Disability Income Insurance                    
• Individual Retirement Account (IRA)       
• Life Insurance                                              
• Long Term Care                                            
• Mutual Funds

MM202508-302381