Wellguard Insurance & Financial

Well you know how it's difficult to know how much income you will have in retirement especially while we navigate uncertain times? There are strategies that can protect one's social security from being double taxed and lose up to 50-85% of their social security benefit unknowingly. We recently helped John, a 55 year old attorney, who was concerned that too much of his retirement savings was exposed to future income and capital gains tax law changes. Ironically none of John's... advisors explained how tax changes would impact his retirement lifestyle and reduce his social security income. We were able to reposition John's retirement assets so he had total control over his retirement income AND significantly reduced his exposure to future tax changes LEGALLY by following the Federal Government's little known guidelines. John said he can sleep better at night knowing that he is now in control of his future retirement income and his Family will receive more of his hard earned dollars instead of overpaying the government. If you love your Family more than the Federal Government, we will share how our clients retire on their own terms and avoid giving back 50-85% of their social security to Uncle Sam. #taxfreeplanning #familyfirst #protectyourretirement #strategicplanning

I am thankful for all of the brave Men and Women that fought for our Independence. Happy 4th!

It's Aloha Friday! Who needs an extra dose of Aloha today? #livealoha #shaka #sharealoha #ohana

Since May is Disability Insurance Awareness Month, we take a look at 10 disabilities that may surprise you and how your valuable employees can protect themselves from the financial fallout. #DisabilityInsuranceAwarenessMonth #DIAM2020 #protectyourpaycheck #familymatters #disabilityinsurance... https://blog.disabilitycanhappen.org/whats-considered-a-di/

What limitations are you putting on yourself right?