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Monthly News & Updates

 

March 2025

 

Will your retirement money last as long as you do?

FREE REPORT AVAILABLE

If you worry that your retirement savings won’t last as long as it needs to, you’re not alone. According to EBRI’s 2024 Retirement Confidence Survey, just two in ten workers are very confident in having enough money to live comfortably in retirement. Knowing how long your money needs to last may be one of the biggest unknowns in retirement planning.

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What is a Family Trust and how do you set one up?


Trusts are used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations.

A family trust is a specific type of trust you could use to help ensure your loved ones receive your wealth and potentially avoid public disclosure of trust assets.

However, not every family may need a family trust. Wondering if a family trust is right for your assets? We believe speaking with aus about this could be a good first step to answering that question and potentially setting one up.


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7 Best Apps for Grown-ups


With more than 2 million apps available—from games to fitness trackers—it's hard to know which are actually worth downloading and taking up precious space on your smartphone. We tracked down seven apps that could actually make your life healthier, happier, and easier. 

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THE "TRUTH" ABOUT LIFE INSURANCE


Life Insurance is our specialty. Many families are underinsured or not insured at all. Many people don't even know where to start. We have prepared an exclusive 


FREE REPORT " The Truth About Life Insurance".

This REPORT will give you valuable information about Life Insurance and it's huge importance for your financial security. Click Here and You will have INSTANT ACCESS to this exclusive report. Please let us know if you have any questions 401-864-0738..

Fred Sundin

President

Sundin Financial Group

sundinfinancial@yahoo.com

401-864-0738

 
 
 
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