AJT Wealth Consultants

Closing in on retirement? Here are a few things you'll want to avoid...

Once you've made your money, we can help you keep it and pass it to future generations.

If you’re a business owner in California who is thinking of stepping back, selling, or retiring, you have a lot to think about. Do you have a clear picture of what your exit strategy looks like? This FREE guide breaks down what you need to know to plan your personal exit strategy. Check it out!

Have you registered for the Retirement Workshop tonight? It’s happening 5pm to 6pm Today! Send an email to [email protected] to register, and we will send you a Zoom link.

Warren's rules still make a lot of sense. Simple but true! #retirementplanning #financialplanning

Have ever asked when should I take my social security? Well Allyson J Trantum, CFP is partnering with Always Best Care Senior Services Temecula’s Rebecca Prouty to answer some of the most important questions you might have about Retirement. Tuesday, October 5th from 5pm to 6pm. Send an email to [email protected] to register, and we will send you a Zoom link.

This is a very common question that people have, and it is important to understand the difference. Visit our website today for a full explanation.

If you’re considering a move for retirement, how do you know if you’re ready to make the leap? MarketWatch examines this question @ https://on.mktw.net/2UOrgaX

How far away is retirement? Are you prepared? We help individuals plan their retirement income and needs. If you have questions, we can provide the answers.

When is the right time to begin collecting Social Security? It depends on a number of factors. If you are approaching retirement, now is the time to discuss these issues with a Certified Financial Planner. Give us a call, we can help.

What a fun day!

Had a great day golfing with the Rotary Club of Temecula!

Eating breakfast may lead you to make healthier food choices throughout the day. Read more from Food Network @ https://bit.ly/2QlszbL

Think smart people can't get scammed? Might be surprised to see all the ways even savvy folks can be ensnared. Check out this month’s Visual Insights Newsletter to discover today's common financial scams (and how to avoid them).

The COVID-19 pandemic upended normal life in America for everyone, but retirees and those nearing retirement are likely to be hurt most by the uncertainty and recession we’re facing. The record-breaking market volatility has also made certain advanced retirement strategies like Roth Conversions on sale. Take advantage of today’s uncertainty and give yourself the green light by downloading this free guide. Worried about what’s going on and want advice now? I save a few appointments each week for those that would prefer 1-on-1 help. Simply call (951) 440-7917 for your complimentary appointment.

Groundbreaking study shows that robots may help mitigate loneliness and boost mental health in care homes. CNN has the scoop @ https://cnn.it/3lZ39iZ

Temecula clients and friends, Scammers are getting savvier than ever in today's tech-enabled world. This month’s Visual Insights Newsletter explores today's common financial scams and how you can avoid getting snared. Check it out here!

The COVID-19 pandemic hit everyone in America hard. Retirees and those nearing retirement are likely to be hurt most by the uncertainty and recession. The record-breaking market volatility has made certain advanced retirement strategies like Roth Conversions on sale. Take advantage of today’s opportunities to build tax-free income and take control of your retirement by downloading this free guide. Worried about what’s going on and want advice now? I reserve a few appointments each week save yours by calling (951) 440-7917.

MarketWatch examines those rethinking retirement in the wake of the pandemic. More @ https://on.mktw.net/38U6Osd