In his latest release, Mike discusses how financial recommendations offered by brokers don’t always address the complete financial necessities of clients.
This ground-breaking book is a must-have for all who desire to maintain their standard of living in retirement. Each new chapter will compound on the importance of looking at more than investments when in or close to retirement and why there’s more that effects your retirement than just market performance.
Retirement Success Blueprint serves to help readers gather helpful building blocks on how to obtain something to retire to – and not just something to retire from. Making sure that all corners in your foundation are covered, including a retirement income, tax, and investment plan, imploring strategies to help reduce taxes, and securing both a sound health care and estate plan aren’t just different additions to a retirement plan, but are all services that every retiree needs. Learn all about how to build the retirement you deserve – contact us for your complimentary copy!
Michael Stewart is the co-author of Amazon’s bestseller, Purpose Based Investing: 9 Lessons to Rescue Your Retirement From Wall Street.
The book serves as a guide to aid in understanding unpredictable markets and interests rates, a foundation for successful retirement investing, and information to help set the stage for both generating an income and creating longevity from hard earned, lifelong savings.
451 Coventry Ln #102
Crystal Lake, IL 60014
2810 Crossroads Dr Suite 4000 Madison, WI 53718
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of The Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies.