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401(k) OPTIMIZER

FUTURE LEGACY

21631 Stevens Creek Blvd.#C,
Cupertino, CA 95014
(See Map)

Tel:
(408) 446-3337

Fax:
(408) 446-1333

E-mail:
marika@futurelegacy.com

DO YOU KNOW THE ANSWERS TO THESE QUESTIONS?

  • Who will inherit your IRA? Is it your EX? Uncle Sam? Your children? Are you sure?

  • What happens to your 401(k), severance package, stock options, etc., when you quit your job? Who will advise you?

  • When did you re-balance your portfolio? Does it reflect the latest market conditions and recent changes in your personal life?

  • What is your retirement outlook? Will you have enough cash flow? Are your investments designed to suit your age and risk tolerance?

  • What do you know about Social Security issues? Long-term Care? Mortgages? Life Insurances? Medi-Cal? Medicare? Trusts? Estates? Inheritance?



ARE YOU FACING ANY OF THESE MAJOR FINANCIAL EVENTS?


1) DIVORCE? RETIREMENT? NEW JOB?

            What happens to your 401(k) 403(b)?
            To your stock options?
            To your Annuities? IRA's? CD's?

2) BOUGHT OR SOLD A HOME?

            "Parking" the proceeds from the sale?
            Re-investing in a new home or another Real Estate?
            Tax saving alternatives?

3) YOUR SPOUSE OR PARENTS DIED?

            Wills? Estates? Life Insurances?
            Tax effective solutions?

4) STARTING / QUITTING BUSINESS?

            Partners? Employees? Benefit plans?

5) RE-EVALUATING YOUR INVESTMENT STRATEGY?

            Are your investments up-to-date?
            Are they diversified properly?
            Are they suitable to your current situation?


These are just a few of the many possible questions that could affect your financial health. It takes vigilance to keep up-to-date with the volatile financial world and it takes experience to read the signs correctly. Most of us concentrate too much on how to earn money and too little on how to keep it.


If you are not sure about the state of your financial affairs or if you have any questions about how you may be able to retire, please contact us. Take advantage of our one-hour complimentary consultation to find answers to some of your questions.  

Remember Ben Franklin's wisdom: "One ounce of prevention worth a pound of cure!"