East Valley Retirement

Maximize Your Retirement with Charitable Giving! 💡

Donating to a 501(c)(3) organization can reduce your tax bill and make a positive impact. Include charitable giving in your retirement plan to save more while giving back. Make sure to get a written acknowledgment for deductions!

🎉 Happy Labor Day! 🎉

As we celebrate the dedication and hard work of workers across the country, we want to extend our deepest gratitude to our clients. Your trust and partnership are what drives us every day.

This Labor Day, let's all take a moment to appreciate the fruits of our labor and the importance of planning for the future. Here's to relaxation, reflection, and recharging for the journey ahead.

Thank you for being a part of the East Valley Wealth & Retirement family. Enjoy your well-deserved break!

Time to take at look at your “Annuity Refinance” options!

East Valley Wealth & Retirement: Make more in retirement ((SL Advertiser)) East Valley Wealth & Retirement talks about refinancing your annuity. To learn more, call 480-613-4665.

Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 percent and, at least once a year (since 1928), investors should be prepared for a 10 percent correction. When viewed from a historical perspective, recent market activity isn't as abnormal as one might think

“True or False” is one our favorite segments to get quick pointers to avoided retirement pitfalls!

Get advice on income during retirement from East Valley Wealth & Retirement ((SL Advertiser)) East Valley Wealth & Retirement talks about refinancing your annuity. To learn more, call 480-613-4665.

🚨 Important Update for Annuity Holders! 🚨

A HUGE thank you to and for being such gracious hosts and helping us spread the word to local families. Your support means a lot!

If you have an annuity that’s over two years old, you might be missing out on a valuable refinance opportunity! This could not only increase your current value but also lock you into higher payments in the future. Don't miss this chance to optimize your financial security.

Scan our QR code for a complimentary review!

Retired and need income? East Valley Wealth & Retirement says you can refinance your annuity ((SL Advertiser)) East Valley Wealth & Retirement talks about refinancing your annuity. To learn more, call 480-613-4665.

By looking at this impressive forecast for the AI market, imagine what proper planning could do for your retirement fund by 2030! It’s time to plan ahead and invest wisely for a secure financial future.

The IRS announced adjustments for 2024, which address a few key areas:

https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2024 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

As we honor the fallen for Memorial Day, East Valley Wealth & Retirement extends our deepest gratitude to those who have served and sacrificed for our freedom.

We are committed to assisting veterans and their families with their financial goals and retirement planning. Your service is our inspiration.

Yes, inflation has been high in recent years—but not 53% high! Northwestern Mutual’s annual retirement survey shows that ALL investors now believe they’ll need $1.46 million to retire comfortably, a 15% increase from 2023 and a stunning 53% jump from 2020. Without a strategy, investors are just guessing when it comes to retirement.

For inquiries, contact East Valley Wealth & Retirement:
📞 Phone: 480-525-1839
📧 Email: [email protected]
🌐 Website: Eastvalleyretirement.com

Your retirement plan begins with a simple conversation. Reach out to us today for expert advice and personalized solutions tailored to your needs. Let's plan your dream retirement together! 🌟📞

Memories were made from our 'Wonka' movie night are as golden as a ticket to the chocolate factory! 🌟🍬 Take a look at these photos capturing the laughter and camaraderie shared with our valued clients. Thank you all for joining us!

Thank you to all our wonderful clients for joining us at our 'Wonka' movie night event and for generously supporting our Donation Drive with Child Crisis Arizona! Your presence and donations made this evening truly magical. 🍫✨

Planting seeds for a greener future on Earth Day 🌍💚 Investing in our planet today is like planning for retirement tomorrow. Let's make sustainable choices that pay off for generations to come.