JAG Financial

Back to school is a good time to start planning for you and your child's future.

Have questions about getting started on college financing, reach out to us - https://www.jag-financial.com/contact

Much of the financial industry is devoted to running retirement funds. But one pension expert says tens of millions of workers aren’t getting the help they need to save. Continue reading.

America’s $38 Trillion Retirement Pool Is Nowhere Near Enough A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.

Today we recognize and highlight the immeasurable contributions taxpayers have made to the country’s infrastructure and innovations. From interstate highways to cutting-edge pharmaceuticals, and space exploration - U.S. taxpayers have helped make it possible.

What is your risk tolerance? When investing, risk propensity may be used to help assess your asset allocation. Take our questionnaire to learn yours - https://www.jag-financial.com/resource-center/investment/what-is-my-risk-tolerance

"Inflation Continues to Moderate"

As it relates to business activity, real disposable income continues to rise, giving consumers the ability to keep spending despite high price levels.

Continue reading -
https://hubs.ly/Q02JyDP00

Hot Topic Video - Variable Annuities

In the 2nd segment of our video series, Joe explains the pros and cons of purchasing a variable annuity with a guaranteed income rider.

Tune in here - https://hubs.ly/Q02HYr5Z0

All About Variable Annuities, Part 2 - Pros and Cons In the 2nd segment of our video series, Joe Gaudio of JAG Financial explains the pros and cons of purchasing a variable annuity with a guaranteed ...

"While falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities..."

Read more -
https://hubs.ly/Q02HTGnR0

You might have read recently that Social Security might raise its retirement age as a means to help fix the program’s financial challenges. If this happens, how could it affect you? Learn more -

What Would Raising Social Security’s Retirement Age Mean For Retirees? Discover the impacts and debates surrounding raising the retirement age. Understand how increasing Social Security's retirement age can affect your retirement plan.

Sandwich Generation Month

While this can be a stressful time of life, check out these steps to ease the financial and emotional burden.

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Read this week's for advice that can help prepare you for the second half of the year.

https://hubs.ly/Q02GKtsh0

Hot Topic Video - Variable Annuities

Tune in to learn about variable annuities with a guaranteed income rider. Joe Gaudio walks through a simple example of how this income-producing product could be a good fit your .

All About Variable Annuities - Part 1 To continue watching the full video, click here - https://youtu.be/UUUmM_LITJ0

Check out what our clients are saying...

Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly appeal to high-net-worth investors for various reasons. Continue reading.

Annuities Unveiled: The Secret Weapon for Wealthy Investors Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly appeal to high-net-worth (HNW) investors for various reasons.

JAG Financial wishes you and your family a happy and safe Independence Day 🎇

Read this week's -
https://hubs.ly/Q02DFDlS0

Despite their negative connotations, there are good reasons to consider some types of annuities as part of a retirement paycheck that may include other sources like Social Security, portfolio income, and capital gains. Learn more -

How to Build Your Retirement Paycheck—and Make It Last: Here's how to know if an annuity is right for you. When it comes to retirement, many Americans are on their own. They've saved diligently for years and have to figure out how much they can spend each month to make their money last as long as they expect to live.

National Financial Freedom Day

“You must gain control over your money or the lack of it will forever control you.”

– Dave Ramsey

Will tech stocks continue to surge for years to come?

A likely path for markets, is a pullback or mild correction in the second half of 2024, offering investors the opportunity to buy on dips.

https://hubs.ly/Q02Dvrvb0

While price increases hit consumers directly in the pocketbook, the stock market reacts primarily to what stubborn inflation might mean for the benchmark federal funds rate and U.S. businesses.

Learn more -
https://hubs.ly/Q02CQKLt0

Financial Services | Financial Advisor | Vancouver, WA Financial advisor proudly serving Vancouver, WA with financial expertise. We offer financial services including Estate Planning, Investment Management, Insurance Review, Tax Planning, and Retirement Planning. We would love to help you identify and meet your financial goals.

Welcome Summer 🔆

Summer often means vacations and extra activities. It can be helpful to set up a budget and look for travel deals that allow you to enjoy your summer excursions without overspending.

Contact JAG Financial to learn how to budget wisely this summer - https://hubs.ly/Q02CR5tj0

What if you knew of a few ways to make your retirement feel like an endless summer vacation?

Our newest article provides some tips and tricks to help ensure a carefree and relaxing retirement.

https://hubs.ly/Q02BYSQp0

Happy Father’s Day from JAG Financial!

Did you know that you can gift a new or existing life insurance policy to your favorite charity?

When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while supporting a charitable cause.

It's National Annuity Awareness Month

Did you know...

Read our latest article on Variable Annuities to learn more - https://hubs.ly/Q02BHxzP0

Learn what are and how to incorporate them into your financial plan.

https://hubs.ly/Q02BHxlR0

Global markets will be monitoring the composition of India's new cabinet and the introduction of the budget in July to determine if it remains relevant, pro-business, and above all else, pro-India.

Read more -

https://hubs.ly/Q02BHyzv0

It's National Homeowners Month!

Check out our 5 tips to consider when thinking about downsizing.

Learn more in our latest blog - https://hubs.ly/Q02zPRd-0

The month of May provided more evidence of a slowing but growing economy, easing inflation, softening consumer spending, and resilient earnings from corporate America.

Continue reading this week's -
https://hubs.ly/Q02zPQrH0

One way to change your spending habits and cut back on non-necessities is by modifying (or downsizing) the things you have.

Check out these 5 things when considering downsizing for retirement -
https://hubs.ly/Q02z0T2h0