Have you asked yourself how much money will you need when you retire and for how long to enjoy the retirement lifestyle you desire? Have you ever thought about whether you will outlive your money? Do you have a ROCK SOLID answer? Call me, Bonnie Clark, at (619) 787-4222 and I will be happy to show you how!
“I needed a tax-free solution to secure my retirement, and Bonnie came up with a great plan! We feel great about our new financial plan and we sleep like babies even when the market is going down, knowing our money isn’t!”
“Bonnie took the time to REALLY listen to me, my needs, my concerns, my goals and help me find the right solutions for me. She had my best interest in mind; not her’s. Bonnie Clark took the time to make things simple to understand and educate me financially. I have a clearer picture of how to make smart decisions for a better financial future. I highly recommend Bonnie Clark’s services.”
Understanding the Three Tax Categories for Retirement Planning When it comes to planning for retirement, your portfolio can fall into three different tax categories: tax-free, tax-deferred, and taxable. Understanding these categories helps you make
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Planning for retirement can feel overwhelming, especially when you’re focused on ensuring long-term financial stability. The good news is there are strategies to help you secure a guaranteed lifetime income in Surprise, AZ. If you’re
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Financial security plays a vital role in ensuring that families are protected during life’s unpredictable moments. In Surprise, AZ, many residents prioritize life insurance to safeguard their loved ones. Among the available options, Term life
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As it comes to protecting your loved ones and securing your property, life insurance and mortgage protection are two important options to consider. Although they serve similar purposes in safeguarding your family’s future, there are
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Business owners should consider both life insurance and a buy-sell agreement to protect themselves, their families, and their businesses in case of unexpected events. Life insurance provides financial support to the family of a business
read moreLearn How To Avoid Running out of Money When You Need It Most!
“Bonnie took her time with us to understand our needs and wants...She helped us gain more clarity and security in our financial future. Bonnie has become our family’s go-to financial person. If you want financial peace of mind, give her a call today. You’ll be glad you did.”