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MILLENNIALS - GENXERS

Protecting the family from loss of income due to the untimely loss of the provider(s) is priority number one. This is typically very inexpensive term life insurance, but will absolutely prevent catastrophic consequences.

Analyzing the current qualified and non qualified savings plan within the context of the current household budget. We’ll look at what can be set aside from the “operating budget,” then look at the mix of qualified and non-qualified options. Too much money in qualified accounts means paying too much in taxes in retirement.

Setting up a tax free retirement.
The younger you are, or the longer you have till you reach retirement, the less it will take annually to reach your income goals for retirement. With as little as a 10-15 year time horizon, we can accumulate and grow assets at market-like returns, tax deferred, then plan on taking tax free income for life.

Give us a call at (513) 604-6657 or Contact Us today to discuss your retirement options!

   
         
Millennials GenXers   Planning_Baby Boomer   Planning_Retirement
         
 
        

    ABOUT NORM FALICK 
Norm Falick    Norm Falick has been a real estate broker and
founder of Camargo Realty, business owner and
founder of Prographics Printing, Series 7 Financial
Advisor at Merrill Lynch, and has been planning
retirements for over 20 years.


   

CONTACT INFO 
11999 Timberlake Drive
Cincinnati, OH 45249
Phone: (513) 604-6657
norm@retirementisaboutincome.com
 
 

 
 
 
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