Retirement Accounts 401K/IRA/403b etc...

Many Americans have taken great steps to diligently save for retirement and the most typical savings vehicles are 401K or IRA accounts.  However, statistics prove that the average American worker will have more than 5 jobs in their working lifetime.  With all of the changes in employment throughout our country, 401K asset management has proven to be a huge problem for most people and in many cases costing them hundreds if not thousands of dollars each year in lost earning potential. 

The other giant issue with 401K and IRA retirement accounts is the fact that people do not proactively plan for the tax implications when it is time to begin withdrawing those funds.  As the Baby Boom Generation rolls into retirement, literally millions of people are going to be blindsided by increased taxes and have to burn through more savings each year just to keep pace with their lifestyle. 

It is critical that 401K and IRA accounts be reviewed by professionals who can assist you in thinking outside the box and ensure that you are funding YOUR retirement and NOT Uncle Sam's.

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No Market Risk Accounts

Many of our listeners have benefited from our ability to recommend financial growth strategies AWAY from Wall Street.  Imagine earning double digit returns without the volatility of market fluctuations.  Imagine an opportunity that makes you sell your asset at the highest point on the return curve!  If strong consistent returns with the risk equivalency of a money market account interests you then please call 407-949-5888 to attend our next seminar or book a one on one appointment.  Your retirement dollars need to be safe… yet they need to grow as well!

Business Ownership 

The entrepreneurial spirit is alive and well in America! At Your Home Your Money, we celebrate business ownership as we believe it to be a fundamental strength of the American economy. A main concern we have for business owners however, is the lack of focus they have on weaving the value of business ownership, home ownership, tax planning and financial planning into one cohesive strategy to insure long term success and profitability. As business owners ourselves, we are committed to serving the small business community with insight and long term thinking.

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