success in retirement

In this episode of Wise Money, Michael walks through a few of the rumored bi-partisan proposals floating around Washington and whether he thinks they’ll help or hurt your retirement savings plans. He also discusses Roth conversions and other ways that you can manage your money so that you minimize your taxes and maximize your savings.

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retired-couple-dining

It’s estimated that a couple will spend about $1,250,000 over the course of their retired life, which comes down to around $100,000 yearly. That’s a lot of change! In this episode of Wise Money, Michael Andersen discusses things that you can do to prepare for this price tag so that even when your income stops, you’re still able to thrive during retirement.

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Retirement Planning, wealth management, personal finances

In a survey done by Edward Jones, it was reported that 68 million American’s are changing their retirement plans due to the Coronavirus. What does this mean for your personal plans?

When it comes to planning for retirement, the best plans are the ones that leave space for unseen downfalls, such as the economic volatility we are witnessing now. In this episode of Wise Money, Michael discusses whether it’s a good idea to re-assess your retirement plans or ride the pandemic wave through before making adjustments; and just how to handle this uncertainty so that you can still achieve the retirement of your dreams.

If you’re looking for help or guidance for your own personal retirement planning, don’t hesitate to call Andersen Wealth Management at (410) 690-4894.

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Retirement Planning,wealth management,personal finances

Setting up a retirement “paycheck” can give you peace of mind and ensure all your basic needs will be met for the duration of your retirement through one or more reliable income streams. However, don’t neglect other crucial financial steps, like maintaining an emergency fund and planning for unexpected expenses, too.

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Retirement Planning,wealth management,personal finances

In this episode of Wise Money, Michael Andersen discusses whether it’s a smart idea to retire in 2020 during a volatile economy. He also provides tips and advice on how you can build a retirement plan that is made to handle unexpected downfalls like the one that COVID-19 brought to the markets so that your retirement plan can stay on track, no matter what awaits you in the future.

If you’re looking for help or guidance for your own personal retirement planning, don’t hesitate to call Andersen Wealth Management at (410) 690-4894.

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Retirement Planning, wealth management, personal finances

When it comes to retirement planning, do you find yourself freezing in panic like a deer in headlights? Michael Andersen is here to help make the sometimes scary, often complicated task of building a retirement plan more manageable and easier to navigate so that you can focus on enjoying the retirement you deserve.

If you’re looking for help or guidance for your own personal retirement planning, don’t hesitate to call Andersen Wealth Management at (410) 690-4894.

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Retirement Planning, wealth management, personal finances

This episode is all about your retirement in the wake of the Coronavirus. Michael discusses all the ways in which the post-COVID economy may be affecting your retirement plans and how you can best navigate these volatile times so that your retirement stays protected.

Also, Michael Andersen is hosting a brand new workshop to help educate you on your personal finances. If you want to learn more about this workshop or you want to discuss topics covered in this episode, please call 800-727-7035.

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financial advisor

If you’re ready to take your financial planning to the next level by enlisting the help of a financial advisor, we welcome you to walk through the above six steps with us. At Andersen Wealth Management, helping you meet your needs is our first priority, and we take pride in serving as trusted partners to our clients.

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Retirement Planning, wealth management, personal finances

According to AARP, only 17% of adults aged 50 and older are financially healthy, meaning at least a third of adults are struggling with their finances. What seems to be the cause?

In this episode of Wise Money, Michael Andersen discusses what issues may be responsible for getting in the way of financial success, and his go-to tips on how to combat these financial hurdles so that you’re able to better prepare for your retirement.

If you’d like to call and discuss the topics covered in this episode or receive Michael’s complimentary financial compass, you can call 800-727-7035.

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