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How can I get that extra monetary cushion during my golden years?

Ideally, your golden years are a time to relax and enjoy your grandkids and the fun you've worked your whole life to have. Getting extra money for retirement.  You want to keep things simple in every area, including your finances. Often, a successful financial retirement portfolio is best gained by just that: simplicity.

One way to make your retirement more straightforward and successful is through annuities. Annuities work as a buffer, helping to build tax-deferred savings to cover retirement costs like living expenses and healthcare.

Some specific annuity benefits are tailored to fit the unique needs of every individual over the age of 50. Some of these annuity benefits include receiving guaranteed periodic payments, delaying (and thus building) your Social Security benefits and covering the costs of increasing medical expenses.

For successful retirement, you have to consider the bigger picture as retirement expenses accumulate. Will the nest egg you currently have last you through the rest of your life? The average American retires around the age of 62. This means living expenses must be covered for at least another 17 years.

With the extra free time retirement brings, living without a steady paycheck easily becomes difficult. For many, retirement means minimal resources with which to enjoy spending on entertainment and luxuries. Instead of being a time of enjoyment, retirement often ends up becoming a stressful balancing act of rigorous budgeting and belt buckle tightening.

Owning annuities arms you with a long-term financial success plan and helps rid you of the anxiety and fear that comes with outliving your resources. Because annuities often include guaranteed lifetime payments— once purchased, they also bring the opportunity for more sound sleep, significantly decreased stress and easy days filled with the joys of retirement.

Contact West Financial Group today to help you make the best out of your golden years! 

Make the REST of your life
the BEST of your life.

For more than 14 years our mission at West Financial Group has been to guide our valued clients to financial security. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you.

Our goal is to provide a “WOW” experience at every client interaction! We want every meeting, phone call and event to be an interaction worth talking about. We want our clients to be able to say, “WOW, what an experience! I can't wait to tell my friends about our financial professional.”

Whether it’s financial, retirement, legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best way to make the REST of your life, the BEST of your life. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process.

Skip West | Financial Planner | West Financial Group

Latest blog posts.

Movie Premiere Event - Faith, Hope & Love

Monday, March 11, 2019

Recently Skip at West Financial Group was given the opportunity to participate in something special as a way to give back to the community while also encouraging people to come out and experience an incredible, faith-based move called Faith, Hope & Love. This opportunity included Skip giving away 500 FREE tickets to The Villages premiere, with a special appearance by the director of the film, Robert Krantz. Krantz spoke about how and why he developed such a beautiful love story that was faith-based and did a phenomenal Q&A with the audience as well.

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Is debt free retirement possible?

Friday, February 8, 2019

Paying off all of your debt before retirement and entering your golden years debt-free comes with a certain level of comfort.  Making the most out of your limited retirement income is what every retiree hopes to accomplish and becoming debt-free is the first step.

Here are a few ways you can begin to eliminate debt and be on your way to a much more relaxing, anxiety-free retirement:

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