Initial Concerns

July 14, 2020
Adam Goodman

To help you through these uncertain times, we've put together a special report outlining 5 Ways Events of 2020 May Be Affecting Your Retirement & What You Can Do About It.

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    Often times we do not know where to begin with retirement planning. Sometimes we simply need to run through possibilities to double check our current plan.
    Does your current retirement plan cover all your concerns, all the possibilities?
    This worksheet can be a helpful tool to identify or remind you of areas to consider when creating and reviewing you current financial & retirement plan.
    If you have questions, or wish to discuss the concerns you have, please contact us directly at(702) 462-7233 or via email at clientservices@AskAdamGoodman.com

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    What I see as an optimal approach to minimize losses during market declines and make reasonable gains when markets go up A clip from "Planning Your Retirement Income in Ways That Are Best For You & Navigating Stock Market Volatility" https://www.youtube.com/watch?v=PW3WGpPG8XU Additional Resources: Financial Stay Informed Community https://ltwealthstrategies.com/join-our-financial-stay-informed-newsletter/ Talk with me about your personal financial planning needs https://go.oncehub.com/AdamGoodman #retirementplanning #retirementincome #retirementincomeplanning #investmentmanagement http://www.LTWealthStrategies.com Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman
    My Opinion of an Optimal Diversified Portfolio, Using 3 Different Financial Strategies
    Sophisticated investment created by investment banks. Structured notes and other defined risk options that may provide a higher probability of success. Possibly benefiting from stock market declines and increased in market volatility. A clip from "Planning Your Retirement Income in Ways That Are Best For You & Navigating Stock Market Volatility" https://www.youtube.com/watch?v=PW3WGpPG8XU Additional Resources: Financial Stay Informed Community https://ltwealthstrategies.com/join-our-financial-stay-informed-newsletter/ Talk with me about your personal financial planning needs https://go.oncehub.com/AdamGoodman #retirementplanning #retirementincome #retirementincomeplanning #investmentmanagement http://www.LTWealthStrategies.com Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman
    Structured Notes and Defined Risk Investments
    Stocks, bonds, market volatility and interest rates... Does a 60% stocks 40% bonds portfolio (or 70/30) make sense? Is it an optimal approach? A clip from Planning Your Retirement Income in Ways That Are Best For You & Navigating Stock Market Volatility https://www.youtube.com/watch?v=PW3WGpPG8XU Additional Resources: Financial Stay Informed Community https://ltwealthstrategies.com/join-our-financial-stay-informed-newsletter/ Talk with me about your personal financial planning needs https://go.oncehub.com/AdamGoodman #retirementplanning #retirementincome #retirementincomeplanning #investmentmanagement http://www.LTWealthStrategies.com Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman
    Stocks & Bonds - The Right Strategy?
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