Copley Financial Group, Inc.

You think I must sound utterly insane when I tell you that you can escape from your current routine, live in one of the multiple paradisiac cities that the United States has to offer, and make money out of it. Don't believe me? Check the video where I tell you how to do it.

I recently spoke with some friends whose parents are retired, and they sounded a bit frustrated about their situation. One said his mother was complaining about the Arizona heat while the other wasn’t thrilled about the bugs back in Florida. The question, Where do I want to retire?, is one of the most, if not the most important question you need to ask yourself when planning to leave the workforce.

There is no way around it. Preparing for the loss of your parents is wrenching. There are a couple of things that you can do during those moments that will give you and the person you love, peace of mind.

Low mortgage rates have maintained the housing market among one of the few bright things in this difficult year, specifically for the homeowners easing their finances by switching to shorter loan terms or refinancing their mortgage. Click to know how this can help you.

When planning your retirement, it’s important you fully understand your risk tolerance. Are you more of a conservative, moderate or growth investor? The Color of Money Risk Analysis will give you a better understanding of your risk preferences and will help determine your personal retirement strategy. Take the Color Money Risk Analysis now: https://bit.ly/2YX9t0h

The coronavirus is another reason why a Roth 401(k) may be right for you. https://bit.ly/3iXAc4F

The 401(k) is most people’s largest retirement savings bucket, but it also may have the most restrictions, the least amount of options from which to choose, and next to zero personal advice from the plan representatives. The good thing is that not all 401(k)s are created equal, some come with more control than others. https://bit.ly/2RtYqHQ

Have you thought about where your income will come from when you are no longer receiving a regular paycheck? We have retirement income solutions that may be able to help meet your retirement goals. Give us a call at (619) 294-6008 to schedule a complimentary retirement consultation.

Here’s some advice for when you’re working with a Financial Advisor virtually. https://bit.ly/33AmONK

Forbes compared more than 750 locales in America, measuring everything from housing costs and taxes to healthcare and air quality. These are the top 25 cities for retirees. https://bit.ly/2RzJS9L

The Dutch are leading by example. Learn more about their approach to long-term care here: https://bit.ly/2Rwvuz1

Why do 401(k) plans still make sense? These 4 reasons will explain why: https://bit.ly/2EbHvXG

Our goal is to help you achieve your retirement dreams.

This is a great read that covers some helpful business planning opportunities. If you have questions about your business plan, give us a call and we might be able to help! https://bit.ly/2FEheBI

10 things you need to know about Medicare! https://bit.ly/2RtkAtU

Start seeing retirement as a new beginning! https://bit.ly/3hCoBa7

How can you get your retirement plan back on track? Here are 4 ways to do it: https://bit.ly/2YP6C9V

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/mattcopley