Heafner Blog2018-11-13T19:23:40+00:00

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Women and Retirement Planning – Part 2

By |February 28th, 2018|

Plan for Income in Retirement Do you worry about outliving your retirement income? Unfortunately, that’s a real concern for many women. At age 65, women can expect to live, on average, an additional 20.6 years. In addition, many women will live [...]

Women and Retirement Planning – Part 1

By |February 27th, 2018|

Women face special challenges when planning for retirement. Often their careers are interrupted to care for children or elderly parents. Women may spend less time in the workforce and earn less money than men in the same age group. As [...]

3 Differences Between Roth IRAs and Life Insurance

By |January 23rd, 2018|

Life insurance and Roth IRAs have a basic structure in common. They are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next, and they both can provide a tax-free legacy. Despite [...]

Happy Birthday Roth!

By |January 18th, 2018|

Roth IRA’s turn 20 this month. In 1998, 20 years ago Congress, passed the Taxpayer Relief Act, creating the Roth IRA, named for Senator William Roth who sponsored the legislation. We all know that Roth’s are wonderful! We wish all [...]

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Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients’s pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the WealthGuard Value is a reference point to encourage a conversation between Heafner Financial and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the WealthGuard percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.
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