Watch this free video by Chamberlin
Avoid Common 401k Mistakes and Secure Your Financial Future Today
Why This Generation is At Risk of Running Out of Money and Why Now Is The Time to Deal With It
If you’re planning to retire in the next 10 years, you’re in the red zone.
The decisions you make right noW could have a profound impact on your financial future (and your life).
Step 1:
Watch the video and discover the steps of maintaining your lifestyle and peace of mind throughout retirement.
Step 2:
Book your free, no-obligation strategy session. Let’s discuss your situation and see how holistic planning using the “bucket approach” could help deliver the retirement you’ve always imagined.
Don Chamberlin
Certified Financial Educator, Certified Financial Fiduciary, Author and Co-Founder and CEO of The Chamberlin Group
Hi There!
What is life in retirement going to look like for you?
Is it going to be about peace of mind and freedom - your chance to finally spend your time and energy on the things that really matter to you?
Or is it going to be about stress, worry, taxes and paperwork?
Running out of money in retirement is the stuff of nightmares.
And here’s the real problem: Statistically speaking, you’re probably going to be retired longer than you’re imagining right now.
For various reasons, people are living longer than ever. If your health is good, you stand a good chance of living into your 90s.
Let’s say you retire at the minimum age to collect social security, which is currently 62.
That’s a 30-year retirement.
That’s more than a generation. It’s enough time to start another career, work your way up the ladder and retire again. It’s decades.
I could almost say: “You’ve literally still got your whole life ahead of you.”
Let’s put your retirement planning horizon in perspective: it could be 20-30 years, at least. A lot can happen in that time.
World events, financial market shocks, tax increases, Social Security and/or Medicare cuts, major illnesses, inflation… just to name a few.
(Look at what’s happened in the last three, just for perspective.)
The other problem: Retirement planning continues to be complicated.
Here’s a small sample of the decisions and considerations for new retirees:
- When should you take Social Security and how? (There are 3,000+ rules governing social security.)
- When and how should you draw money from your IRA, 401(k) or other sources?
- Are there opportunities to reduce and/or eliminate the amount of taxes you have to pay?
- How does retirement affect healthcare?
- How do retirement decisions affect estate planning?
- Taxes are currently “on sale” – the current federal tax reductions expire in 2025 – should you be making some moves right now to minimize your tax burden in future years?
I could go on, because this is my business.
The upshot is, retirement planning could be more complicated than ever before, and a mistake could cost you hundreds of thousands of dollars over the course of your retirement.
What’s the solution?
At the Chamberlin Group:
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We use the “Wealth of Wells” approach to set aside safe money for your short-term needs, while ensuring that your investment portfolio continues to grow to address your medium and longer-term needs.
To find out how holistic planning and the bucket approach could help your retirement plan, I invite you to book a free no-obligation strategy session with us.
Book a free, no-obligation strategy session with us.
This is a low-pressure discussion to find out where you’re at, what your retirement needs look like, and how we might be able to help you achieve that stress-free, prosperous retirement that you’ve been dreaming about.
We’re going to provide you with our “no fee” Bronze services on the call, which includes a Social Security Optimization Report, preliminary Bucket Plan™ report and an investment audit…
…and, as a bonus for booking your strategy session, we’ll send you a free copy of The Bucket Plan™ book, which explains how to address the three biggest dangers you’ll face in retirement.
The three biggest dangers you'll face in retirement: Market Risk, Interest Rate Risk and Sequence of Returns Risk.
To find out how you can combat these potential dangers, check out The Bucket Plan book.
Get your free copy today!
When you’re making retirement decisions,
here’s the key question:
How do you want to live?
…Making phone calls and sending emails coordinating the efforts of advisors who all have different advice and don’t talk to each other?
…Trying to become an expert on the latest changes in the tax code or the social security rules so you don’t make a mistake and waste thousands of dollars?
…Worrying about every item in the news or every fluctuation in the stock market, and whether you’ll have enough money to cover all your needs for the remainder of your life?
or
Do you want to have certainty and serenity…
…spending your time and money on the things that are most important to you.
…knowing that you’ve got a holistic plan that factors in some of the things that could happen.
…with a set of fiduciary advisors who’ve got your back and can guide you through the complicated path ahead?
If that’s you, then I encourage you to book your free no-obligation strategy session with us, and let’s find out if The Chamberlin Group can help you holistically navigate the road ahead.
What is real peace of mind worth to you?
Book your call now, and let’s talk about your future, and a long, healthy, prosperous retirement.
Sincerely,
Don Chamberlin
CEO and Co-Founder,
The Chamberlin Group
ABOUT DON CHAMBERLIN:
ABOUT
DON CHAMBERLIN:
Since 1985, Don Chamberlin has devoted his financial career to helping people plan a comfortable future. In fact, he originally founded The Chamberlin Group in 2002 with the goal of assisting families who wish to preserve their legacy for themselves rather than Uncle Sam. By combining tax, income, estate, investment and insurance planning, he created a one stop shop to assist Americans with their complete financial future.
Don has conducted over 500 educational workshops since starting in 2002. His topics are as varied as tax reform, estate preservation, asset protection, and as simple as organizing your important papers, and reducing expenses; he has established himself in educating his community on tax and retirement issues.
As the President of the St. Louis, Missouri and Melbourne, Florida Chapters of the American Financial Education Alliance (AFEA) Don has taught classes for this non-profit National Education organization at Universities, local libraries, and at Fortune 500 companies.
Don is a co-author of the best-selling book, Crash Proof Wealth. In the National media Don has been published in articles from Money Magazine, USA Today, U.S. News & World Report, Financial Planning Magazine, Market Watch, Financial Times, and several others. He has been a contributor to several local Fox affiliates.
Don is a member of the Million Dollar Round Table’s (MDRT) elite Top of the Table. MDRT is the Premier Association of Financial Professionals where members are recognized for their outstanding professionalism and knowledge related to financial topics.
Don has been married to Susie (Shipman) Chamberlin since 1984. Susie has always been supportive of Don helping people across the country with retirement issues. When Don isn’t spending time with his three grandsons, he enjoys taking veterans to Washington, through Honor Flight, and watching St. Louis Cardinals baseball games with Susie.
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083
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