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Calandra Financial Group, LLC
Disclosure: http://calandrafinancialgroup.com/social-media-disclosures/
Disclosure: http://calandrafinancialgroup.com/social-media-disclosures/
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6 smart ideas to retire rich: https://goo.gl/5ml35l
Courtesy of +Forbes.
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How a Roth IRA conversion can help you pass on more wealth: https://goo.gl/gQ2dSO
Courtesy of +TIME
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Front-load your IRA in January for a bigger payout: https://goo.gl/3hSGZc
Courtesy of Los Angeles Times.
#IRA #financial #financenews
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Did you know the average person works 10-15 different jobs over their career?

This could mean you’ve contributed to a few different 401(k) and 403(b) plans. So what do you do with those investments when you switch jobs?

One option we recommend for our clients is rolling your 401(k) or 403(b) into an IRA, giving you freedom to invest wherever you choose, not just with your old company.

Contact us for more information here: https://goo.gl/URvwkh
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We're Active Managers

We utilize trend following and price momentum models as aids in making sound investment decisions. Trend Following is a trading or investment strategy seeking to capture the majority of a price trend-up or down- for profit.

We augment this with price momentum models that help us to find the best investment ideas among the many available in any given market trend.

Learn more here: https://goo.gl/HetzTv
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Estate Planning

When planning for retirement, it’s easy to overlook concerns such as your funeral and estate expenses, including estate tax and transfer of wealth.

In fact, according to a survey conducted in 2008, 60% of Americans don’t even have a will. After a lifetime of working and saving for retirement, it would be a shame for your legacy to be given to the state and stripped from your family.

As parents ourselves, we understand the need to take care of our children and we’ll do the same for you.

Learn more here: https://goo.gl/T3kzVV
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Annuities

Simply put, the definition of an annuity is a specified income payable at stated intervals for a fixed or a contingent period, often for the recipient’s lifetime. In some cases, trying to determine if an annuity is a right fit as part of your retirement plan can become quite overwhelming.

As one of our areas of expertise, we can walk you step by step through the process of discovering whether an annuity is the best fit for you.

Learn more here: https://goo.gl/jyXUm5
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Life Insurance

We all have a general idea of what life insurance is. It’s money paid out to your loved ones to provide comfort and financial security during their time of loss. This is what’s known as a death benefit, but it’s not the only benefit life insurance can provide.

Because this is often a delicate subject, we take the time to carefully work through your options at your comfort level.
As a general rule, we recommend updating your coverage after major events occur, or at least while reviewing your overall financial plan.

Learn more here: https://goo.gl/xnCuY7
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Precious Metals

Many investment experts believe that adding gold to your portfolio may improve its performance. That is because the forces that determine gold prices usually differ from, and in many cases counter, the forces that determine the price of many financial assets.

Investment advisers often suggest that this relationship may help to reduce portfolio volatility. American Eagle Gold Bullion Coins are the easy, convenient and affordable way to add gold to your portfolio.

You can even include them in an Individual Retirement Account (IRA). Make sure to ask us about a Gold backed IRA.

Learn more here: https://goo.gl/wCSgtI
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Free Consultation!

Schedule your free consultation with the only Trust Dale Certified Financial Adviser Phil Calandra and receive Phil’s Best-selling book at the time of your visit

Schedule here: https://goo.gl/noZ9Bu
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