Get Your Retirement Questions Answered
At Andersen Wealth Management, we know you have many questions about retirement. That’s why we’re offering you these complimentary retirement guides — take a look and download the ones that address the topics that concern you. And feel free to give us a call if you’d like to talk about your particular situation.
Will the presidential election impact your retirement?
You’ve worked hard for your nest egg. Find out how you can help preserve your savings from election turbulence.
In This Free Guide, You'll Learn…
- How presidential elections have impacted the stock market in the past
- The toll expensive campaign promises could have on your finances
- Ways to address the fear of the unknown
Instant Download
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What To Do in a Down Market
Take a proactive approach to economic uncertainty by applying the takeaways in this helpful 8-page guide:
- Learn how well the S&P 500® has performed through bear markets and downturns since 1928 (it’s encouraging!)
- Follow these 4 recommendations to shore up your financial position in a down market
- Read the 1 thing that gives 73% of investors greater financial confidence
Instant Download
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The Trump Tax Cuts are Here
Avoid surprises at tax time with this 8-page guide on key changes to the new tax law:
- Learn good news about the standard deduction … and bad news about personal exemptions
- Get the truth about what happened to a bunch of itemized deductions, including mortgage interest and state and local taxes
- See how much certain business owners can reduce personal taxable income by (hint: one-fifth)
Instant Download
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Will Your Money Last as Long as You Do?
Check out this 8-page guide to see why a retirement income analysis can be mean the difference between enjoying retirement or white-knuckling your way through it.
- Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out workarounds.
- Read how the average person spent $146 a year on health care in 1960 compared to the average cost today. (It’s a whopper!)
- Make sure you’re asking the right questions about retirement: How do I make my money last? What can I do to minimize taxes? How could a long-term care strategy help my family’s long-term medical needs?
Instant Download
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The Value of an Objective Opinion
We aim to serve you with dedication, transparency and personal care, but that’s only the tip of the iceberg for the value of a true objective opinion. This 8-page instant download explains it all, including:
- Why we focus on timing your retirement during planning
- How long we project your retirement income will last
- The benefits of working with an independent advisor
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Five Retirement Planning Mis-steps to Dodge
Planning for your retirement can be overwhelming, maybe even scary. That’s why you should turn to the professionals for help. Download this four-page guide for answers to the most common questions, like:
- "When should I start prepping for retirement?”
- “How do I account for inflation?”
- “Will I really need long-term care?”
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Will You Have Enough Income in Retirement?
Retirement planning takes time, care and skill — but it also has a basic starting point. This four-page guide will help you get the ball rolling toward your dream retirement, with information about:
- Why you need to track your current spending habits
- How spending habits could change in retirement
- When to account for inflation in your plan
Instant Download
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Don’t forget to listen to Michael Andersen on the radio!
Tune into the “Wise Money” radio show with Michael Andersen!
6 West Dover St.
Easton, MD 21601
410.690.4894 | info@andersenwm.com
Investment advisory services are offered through Michael Andersen Registered Investment Advisor, LLC d/b/a Andersen Wealth Management, a Maryland registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.
Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Michael Andersen or Andersen Wealth Management is stated or implied.
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