July 2022

Current CD rates are moving up as the Feds up rates. I’m finding some very attractive short- and medium-term rates. Wouldn’t go for any long-term rates at this point. REMEMBER!!!! There is never a cost for a conversation.

Have you protected your assets from nursing home costs? Monthly cost as an average, runs $14,000+ per month. It won’t take long to delete your assets. Don’t wait. Learn about the different ways to protect those hard-earned assets.

Instead of a lump sum from your 401k or IRA – and paying all that tax…. Consider taking a 0% auto loan then the payment from your retirement account. Something to consider!

Do you want to project how well your current holdings might last? Or find out what is your ideal withdrawal amount? There is a program called Riskalyze that could make those projections. Call me. I can help you with a free Riskalyze analysis. You can also visit our website www.coach4retirees.com to get your FREE risk

A Quick Tip – You might want to check the latest CD rates. There are some attractive short-term notes available. It will offer some safety during the choppy market.