|
What's
New at John Marcheso and Associates...
It’s been a crazy market place these last
two years. What’s an investor to do?
Well, there are some options. Many of the
major insurance carriers and mutual fund companies like
Pioneer Investments, American Skandia, Scudder, I.N.G.,
and The Hartford, just to name a few, have some great
ideas for your investment dollars.
Through the purchase of a variable annuity
you can now have special features that not only guarantee
your principal investment, but in some cases provide
investment rate guarantees1 as a living benefit. Also,
there are many other carriers offering investment credits
or bonus for initial deposits.
There is much to learn. Give me a call to
discuss the many options available.
Something
new. How about our seminars! We have recently held three
workshops where our guests were invited to a lovely dinner to
learn about how they can maximize their retirement planning.
A special software program we are using called Retirement
Asset Management (RAM) helps determine the order in which to
spend your retirement portfolios, 401K, IRA, pensions,
savings, tax free bonds. They learned how to calculate their
social security themselves to determine how and when to take
from this benefit. Look for our next seminar in late August
or early September. Call us for a reservation
In the
meantime if you have real estate, or large capital gains
implications, we can offer a special 1031 exchange program
through Argus Realty.
Remember to
check our web site and leave us your e-mail address.
 |
