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Retirement Planning

Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want.  Select any of the headings below to learn more about them now.

Retirement Planning Services & Products

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The 4x4 Financial Independence Plan ℠

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The Smart 401(k) Supercharger ℠

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The Smart College Cost Eliminator ℠

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The Smart Debt Eliminator/Credit Builder System ℠

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The Smart Financial Independence Blueprint ℠

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The Smart Investment Property Evaluator ℠

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The Smart Mortgage Paydown Accelerator ℠

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The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ˢᵐ

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Annuities

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Coaching and Consulting

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Delaware Statutory Trusts

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Insurance-Disability

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Insurance-Life

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Mortgages-Forward

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Mortgages-Reverse

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Notes

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Securities (Provided Via Lifetime Financial)

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Browse All Retirement Planning Articles, Videos, Podcasts

Big Tax Changes to Know for 2023

Big Tax Changes to Know for 2023

Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It's essential to stay informed about these developments to ensure compliance and make the most of available opportunities.  ...

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6 Factors That Predict a Student’s College Success

6 Factors That Predict a Student’s College Success

Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your children.With some schools now costing more than $300,000...

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Tax Exempt Cash Reserve for Elder Care Expenses

Tax Exempt Cash Reserve for Elder Care Expenses

Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple...

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Important Updates Regarding Roth IRAs Under SECURE Act 2.0

Important Updates Regarding Roth IRAs Under SECURE Act 2.0

Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly impact your retirement and financial planning strategies. Below,...

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Q2 2023 Quarter End Securities Update

Q2 2023 Quarter End Securities Update

Retirement Planning:  SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500 up +8.3%, and the Dow Jones Industrial...

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Summer 2023 Key Financial Deadlines

Summer 2023 Key Financial Deadlines

Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial deadlines for the next three months....

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A Securities Market Update for You – May 2023

A Securities Market Update for You – May 2023

Retirement Planning:  SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for the week, all of which changed the outlook for the...

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