|New Tools for Retirement – Why the Ones that Get You There Won’t Keep You There|
|News Releases - General Info|
|Written by Ginny Grimsley|
|Friday, 22 March 2013 13:20|
3 Ways to Switch Up Strategies & Guarantee Your Income
If there’s one thing Americans have learned from the financial crisis of 2008, it’s that they do not want to lose their money – again – especially for folks of a certain age, says financial advisor Philip Rousseaux, a member of the esteemed Million Dollar Round Table association’s exclusive Top of the Table forum for the world’s most successful financial services professionals.
“Losing nearly everything you’ve worked for throughout your entire adult life is right up there with being diagnosed with a major medical condition; it means the lifeblood of your future has been drained,” says Rousseaux, founder and president of Everest Wealth Management, Inc. (www.everestwm.com).
“Aggressive investment strategies that offer potentially huge rewards are fine for people younger than 40, but even they should have at least a portion of their retirement portfolio in investments that will provide a guaranteed income. The closer you get to your retirement age, or if you’re already retired, the more important it becomes to change the tools in your financial toolbox.”
Whether investors are decades or a just a few years away from retirement, or are currently retired – and whether or not they lost most, some or no money at all during the mass money meltdown – Rousseaux offers tips and tools to help you stay retired:
About Philip Rousseaux
Philip Rousseaux is the founder and president of Everest Wealth Management and Everest Investment Advisors money management firm. A staunch advocate of objectivity in investment advice, he’s a member of the Million Dollar Round Table, the international association of independent advisors whose members are held to a rigid code of ethics. He is the co-author of “Climbing the Mountain to Financial Success” and co-hosts The Money Guys show on CBS Radio in various cities. Philip received his bachelor’s in economics from Towson University and completed the Wharton School of Business’s Investment Strategies and Portfolio Management Executive Education Program.
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