Heybrock Financial Group

Heybrock Financial Group Jeff started helping retirees and pre-retirees almost 25 years ago. Understanding the options, Jeff

Initially focusing on helping people to not run out of money in retirement, Jeff saw that taxes were one of the biggest expenses for people in retirement.

SRI Study: Owning An Annuity Increases Retirement ConfidenceYear after year, Secure Retirement Institute research shows ...
06/07/2021

SRI Study: Owning An Annuity Increases Retirement Confidence

Year after year, Secure Retirement Institute research shows that pre-retirees' and retirees’ top concern is running out of money in retirement.

The latest SRI data suggests that retirees who own an annuity are more confident than non-owners that their savings and investments will not run out if they live to age 90 (69% versus 44%).

Source: https://insurancenewsnet.com/

The latest SRI data suggests that retirees who own an annuity are more confident than non-owners that their savings and investments will not run out if they live to age 90 (69% versus 44%).

16 Things You Need to Know Now About AnnuitiesIf you ask an insurance company to define annuities, the marketing phrase ...
06/04/2021

16 Things You Need to Know Now About Annuities

If you ask an insurance company to define annuities, the marketing phrase the insurer will probably use is: "Annuities can produce an income stream you can't outlive." That can be true. Annuity payments can last for as long as you live – or even longer – because the payments are based on your life expectancy.

Source: https://money.usnews.com/

An annuity can provide lifetime income, but there's more to how an annuity works than meets the eye.

Are Annuities A Good Alternative To Bonds?Annuities are financial tools that provide guaranteed streams of predictable i...
06/03/2021

Are Annuities A Good Alternative To Bonds?

Annuities are financial tools that provide guaranteed streams of predictable income when you no longer work.

Source:

Not long ago, investors counted on government bonds to be the foundation of a stable retirement. For many years, bonds were the top choice of older, more conservative investors within a few years of retirement. Now, though, the soon-to-be-retired, along with those already in retirement, seek alterna...

4 Reasons to Buy an Annuity — and 4 Reasons to Walk AwayUse these tips to decide whether to buy an annuity or invest you...
06/02/2021

4 Reasons to Buy an Annuity — and 4 Reasons to Walk Away

Use these tips to decide whether to buy an annuity or invest your money elsewhere.

Source: https://www.moneytalksnews.com/

Use these tips to decide whether to buy an annuity or invest your money elsewhere.

The state in which a retiree lives can play a big role in how early he or she can leave the workforce. A comfortable ret...
06/01/2021

The state in which a retiree lives can play a big role in how early he or she can leave the workforce. A comfortable retirement requires a lot of cash, but in some states much less than in others.

Source: https://www.thinkadvisor.com/

Bankrate accounted for a little extra cash for savings and fun — and for the age at which people in these states actually retire.

The Costs and Benefits of Variable AnnuitiesVariable annuity costs are higher than mutual fund expense ratios. In return...
05/27/2021

The Costs and Benefits of Variable Annuities

Variable annuity costs are higher than mutual fund expense ratios. In return for the higher cost, investors receive some advantages mutual funds can’t offer:

Source: https://www.fedweek.com/

Variable annuity costs are higher than mutual fund expense ratios. In return for the higher cost, investors receive some advantages mutual funds can’t

Optimize tax breaks for retirement planningPlanning for retirement is a lifelong journey. For accountants and tax profes...
05/26/2021

Optimize tax breaks for retirement planning

Planning for retirement is a lifelong journey. For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

Source: https://www.accountingtoday.com/

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

Is an Annuity a Good Choice for You? Questions to AskFind out if you’re a good candidate for an annuity, and if so, whic...
05/25/2021

Is an Annuity a Good Choice for You? Questions to Ask

Find out if you’re a good candidate for an annuity, and if so, which kind you might want to consider.

Source: https://www.kiplinger.com/

Find out if you’re a good candidate for an annuity, and if so, which kind you might want to consider.

Could Climate Change Wipe Out the U.S. Financial System?
05/24/2021

Could Climate Change Wipe Out the U.S. Financial System?

A new Biden risk-assessment effort could affect life insurance and annuity issuers.

Annuities — Do you love them or hate them?Retirement Tip of the Week: Before jumping into an annuity, or ignoring them c...
05/20/2021

Annuities — Do you love them or hate them?

Retirement Tip of the Week: Before jumping into an annuity, or ignoring them completely, look at the variety of options available and determine whether it actually might make sense for your retirement goals and income needs.
Source: Marketwatch.com

Make sure you know all the details before investing in annuities — or ruling them out

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1403 Eastchester Drive Suite 104
High Point, NC
27265

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