­
  • iStock_000010306264Medium

The Pros and Cons of Annuities: Are They Right for You?

 

Are you considering participating in an annuity? It could be a wise decision. An annuity can help you gain tax efficiency and can offer guaranteed* retirement income. Some annuities even offer protection against downside risk.

However, annuities aren’t for everyone. There are some aspects to annuities that may make them unsuitable for you. Below is a Read more

By |April 24th, 2016|Uncategorized|0 Comments
  • Mature couple talking to financial planner at home

5 Life Events that May Mean It’s Time for a Life Insurance Review

Life can change quickly. You can switch jobs or careers. You might get married or start a family. You may even start a business, or take over care for a parent or other loved one. When these life events happen, they may also impact your vulnerability to risk, and they may signal a need to Read more

By |April 10th, 2016|Uncategorized|0 Comments
  • Elder Couple at Home with Bills

The Hidden Cost of Your 401(k) Plan Investment Options

Overwhelmed by the number of investment options available in your 401(k) plan? You’re not alone. According to a study by Charles Schwab, 52 percent of Americans find the investment options in their 401(k) plan to be more confusing than their health care benefits. Fifty-seven percent of participants said they want a simpler way to choose Read more

By |March 24th, 2016|Uncategorized|0 Comments
  • african_american_couple

3 Financial Mistakes to Avoid Right After You Retire

Did you just retire? If so, congratulations! This is the time to sit back, relax and enjoy your newfound free time. Travel with your friends or loved ones. Take up a new hobby. Spend more time with your family. Whatever makes you happy, now is the time to do it!

You probably spent a considerable amount Read more

By |March 9th, 2016|Uncategorized|0 Comments
  • A thoughtful young couple working out their budget on a laptop together

Three Important Questions

Whether you are staring at your golden years from the edge of your retirement seat, or dreaming about the day, decades from now, when you can quit punching the clock and start quitting time, it’s imperative to have the answers to three main questions: Will you have enough money? How do you plan on saving Read more

By |August 24th, 2015|Uncategorized|0 Comments
  • Bryon-no-background

Bryon Spicer, with expertise in Retirement Planning, Publishes Article on His Blog Explaining Mutual Funds

Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, discusses mutual funds and how to use them for retirement

Beavercreek, OH – August 6, 2015 – Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, recently published an article on his website titled “The Feeling is Mutual” shares a simple retirement mantra Read more

By |August 10th, 2015|Uncategorized|0 Comments
  • Close-up of business partners hands over papers discussing them

The Feeling is Mutual

Let’s talk mutual funds, shall we? Mutual funds are a great investment for retirement planning because of their diversification. A mutual fund is essentially a lump sum of money and people investing in one thing—either stock in a company, Treasury bills, real estate, bonds, etc. As an investor in a mutual fund, you receive a Read more

By |August 6th, 2015|Uncategorized|0 Comments
  • Bryon-no-background

Bryon Spicer, with expertise in Retirement Planning, Publishes Article on His Blog Outlining the Different Stages and Ages of Retirement

Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, talks about retirement planning at any age

Beavercreek, OH – July 28, 2015 – Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, recently published an article on his website titled “Age of Retirement” shares a simple retirement mantra for any age.

Spicer writes, Read more

By |July 31st, 2015|Uncategorized|0 Comments
  • Smiling couple taking financial advice from consultant at home

The Age of Retirement

We have talked a lot about the Baby Boomer generation, their looming retirement, and the effect their saving—or lack thereof—has had and will have on the entire US economy. But retirement planning is not just a Boomer thing. In fact, I hope that throughout this blog it’s been made clear that in order to ensure Read more

By |July 28th, 2015|Uncategorized|0 Comments
  • Bryon-no-background

Bryon Spicer, with expertise in Retirement Planning, Publishes Article on His Blog Discussing Baby Boomer Stereotypes and Retirement Trends

Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, talks about the challenges facing Baby Boomers when it comes to retirement

Beavercreek, OH – July 3, 2015 – Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, recently published an article on his website (LINK) titled “Charting the Course with Resolve” delves Read more

By |July 9th, 2015|Uncategorized|0 Comments