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One of the biggest issues today is people not knowing how much they need to save for retirement.

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As Markets Evolve, Investment Management Must Evolve Too

Managing investments in today’s fast-moving global market can feel overwhelming, but it doesn’t have to be. This guide, “The Arrival of Advanced Algorithms,” introduces you to Advanced Portfolio Intellect (API), a powerful tool designed to simplify and improve investment decisions by eliminating emotion.

In this paper, you’ll discover how API helps investors and differs from older investment methods such as Modern Portfolio Theory. This guide details:

  • Ways markets have changed during the past two decades
  • Why buy-and-hold investment strategies may no longer be sufficient
  • How algorithms help remove emotion that can lead to “panic selling”
  • Why data-driven API strategies help adapt to shifting market conditions
  • How API’s Dynamic Variable Trigger helps manage risk by providing clear exit strategies during market volatility

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We can help you find out.

Whether you are white collar or blue collar, married or newly single, we’re seeing the same concerns across the board.

At Empower to Retire, we believe in retirement education: informing you about the tools, topics and services that can better prepare you for your retirement journey. We want to do this in a caring, comfortable setting that opens up honest communication. We want to build a strong, long-term relationship that continues to keep you informed and helps bring you a continued understanding of your strategy.

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Preserve Your Assets with Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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retirement-income
Grow Your Income

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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Grow Your Income

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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annuities
Grow Your Income

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

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investments
Grow Your Income

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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Grow Your Income

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

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asset-protection
Preserve Your Assets

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk: including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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life-insurance
Preserve Your Assets

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

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long-term care
Preserve Your Assets

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

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Pass It On

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

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We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

Wealth Management       Investments      IRA & 401(k) Rollovers       IRA Legacy Planning

Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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