Here, you'll find resources that can help you navigate the world of finance and make the decisions necessary for you to live with confidence and joy in retirement.
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Could a fixed index annuity be right for you?
Let’s face it — understanding annuities can be confusing! This simple guide covers the basics of fixed index annuities, including:
4 things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
Overwhelmed by planning for retirement?
Planning for your retirement can be overwhelming, maybe even a bit scary. That’s why we’re here to help! Download this 4-page guide for answers to the most common questions, like:
Will your money last as long as you do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
Prepare for the future by considering the past
Gone are the days of planning retirement solely around a pension and Social Security benefits.
Download this 24-page guide learn more about:
Insurance products are offered through the insurance business The Proactive Investor. The Proactive Investor is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by The Proactive Investor are not subject to Investment Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The Proactive Investor, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither The Proactive Investor nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio. 1897456 - 8/23
