The 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement revealed that nearly two-thirds of Americans worry more about running out of money than about death. Many factors and economic pressures contribute to this fear of running out of money. Most cited either high inflation, social security not providing as much financial support as needed, higher taxes or high inflation. It was interesting to note that while Americans worry about running out of money across generations, the fear is more prominent among those in their 40s and 50s and fast approaching retirement than those over 60 where many have already retired. Call us if you’d like to discuss concerns about running out of money. A strong retirement strategy will go beyond a dollar amount in the bank – it will also address how to create a reliable income stream from your assets. We can help design a strategy to help ease your worries about running out of money. We’re always here to help.
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Company
Location
3560 Bridgeport Way W, Suite 1D
University Place, WA 98466
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Joshua Meyer WA Lic. #238262/Curt Chojnowski WA Lic. #222547/Executive Benefits Group WA Lic. #915203, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.