Marc H. Weiss
Marc has dedicated the last 42 years to helping make his clients financial dreams come true!
As longevity increases, our clients have planned for a retirement that could last more than three decades!
With that in mind, isn’t it time to develop your plan?
If you already have a plan, why not a no cost and no obligation, qualified second opinion?
A recent study revealed over 60% or more of all people over the age of 65 will run out of money during retirement if they actually live to their life expectancy!
We fortify your retirement income...
Preserve your monies so it provides a GUARANTEED stream of income you cannot outlive;
Protect your monies from sudden and unexpected downturns in the market
Defend your monies from heavy, immediate and unnecessary taxation during your lifetime and for your beneficiaries…
The Upside of the Market without Downside Risk
The elimination of downside risk in your investment planning of both cash and retirement monies, is of primary importance when you are retired. Peace of mind is a good thing when you stop working. No one wants to outlive their monies.
Now you can participate in only the upside of the market without any downside risk. And, this same type of planning for your cash investments can be properly drafted to include your IRA monies.
My small business clients face many challenges that are unique to small business.
One of the biggest is their retirement plans. One-size-fits-all retirement planning that is all the rage today will not do!
Why annuities are among the strongest retirement savings vehicles. How to guarantee your retirement income for life. Given today’s fragile and unpredictable economy, many people are looking for ways to provide GUARANTEED income for life from their retirement savings. This is the finding of a report entitled “Money Matters” from AARP, the 40-million-member association for […]
This newsletter is a special edition dedicated to an often overlooked and/or misunderstood planning tool. As we age, our financial planning needs naturally change and we have to anticipate roadblocks ahead that most ignore until it’s too late. When the subject of potential or unforeseen health problems arises, as human beings our natural and typical […]
MISTAKE #1: Failure to Name a Designated Beneficiary or Failure to Update the Designation Form If you fail to name a designated IRA beneficiary, it could have unintended consequences. What is a “designated” beneficiary? Aren’t all beneficiaries “designated”? No, they are not the same! A designated beneficiary is a living, breathing, human with a remaining […]
Will You Outlive Your Retirement Nest Egg? Negative market performance over the last few years has impacted the way people look at retirement planning. Significant loss of retirement funds created a common dilemma: will you have enough to live on during retirement? If this is a concern for you or any of your loved ones, […]
Is Tax-Free Retirement possible? YES, it is! So what is the big secret to tax-free retirement, is it evasion? Absolutely not! Is it some new product? No! To begin, American’s face two threats to their retirement nest egg… first, outliving their nest egg and second, losing that nest egg to heavy, immediate and unnecessary taxation. […]
What is the Bear Naked Truth? Let’s begin by discussing what a fixed indexed annuity or FIA is and how they came to be. An FIA is not your parents’ or grandparents’ annuity. An FIA is a tax-deferred opportunity to enjoy all of the upsides of the market without the risks associated with market volatility. […]
What’s All the Buzz About? Given the pervasive chatter about the Setting Every Community Up for Retirement Enhancement Act of 2019 – commonly referred to as the SECURE Act – it’s important to know what the Act’s all about. On March 29, 2019, the House Ways and Means Committee unveiled the Act. While the Act […]