Rick Alford

Rick Alford, CRP, President
Office 972-731-2539 | Cell 214-762-1905 
 Newsletter
May 2019
 Edition 
Life Insurance Retirement Plans:
Are they a good choice for you?

RetirementThough it is a life-changing occasion and naturally stressful, it should be an easy transition from work life to retirement life. There are  an abundance of tools available for you to help plan for your retirement, such as IRAs, 401(k)s and the like.

But have you thought of using Life Insurance as a tool to plan for retirement?
A note from the Accounting Professor:
Panic Selling Never Pays Off

Last quarter, the S&P 500 posted its best quarterly performance since the third quarter of 2009. So much for the scaremongering of the market pundits that encouraged investors to dump their stocks in the 4 th  quarter of 2018. It became a selling frenzy...

For our new clients at Bastiat Capital, we purchased while others sold in a panic. The dire warnings of attention-seekers did not phase our fully-invested clients. 
Is a Fixed Indexed Annuity right for you?

Do you have questions about Fixed Indexed Annuities?
  • What are Fixed Indexed Annuities?
  • What are the benefits?
  • What are the drawbacks?
Watch this informative video by Richard Moon, CFA, CPA, as he gives the answers you need.
In This Issue

Chalk it up to wishful thinking, or merely misinformation, but many future retirees  overestimate how much they are likely to receive from Social Security.

Often there is a true disconnect between what consumers think their benefit will be compared to what it really is...
The Changing Face of Retirement
Changing Face of Retirement
Click above to watch now...
This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
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