MyLifeBroker.com
Retirement Planning, Wealth Management & Brokerage & Insurance Services. MyLifeBroker.com, headquartered in Wilmington, DE serves clients across the East Coast.
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at MyLifeBroker.com. MyLifeBroker.com provides investors custom tailored strategies to meet short and
Are you Ready to Retire?
Baby Boomers Better Get Out Of The Stock Market Now Prepare for potential market crash, as next one could be worse than average.
CERTIFIED FINANCIAL FIDUCIARY® • Patrick Ginefra • National Association of Certified Financial Fiduciaries Home of digital credentials
RETIREMENT INCOME PLANNING Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you...
Like fireworks bursting across the night sky, we're ready to ignite your financial potential and help you reach new heights. Here's to a sparkling New Year filled with prosperity and joy!
Rethinking Retirement: New Perspectives Evolve your retirement plan with expert insights
What Could Your Retirement Income Look Like? Ever do the math? Here are some starting points
Preserving Your Nest Egg How does your plan break down? See some examples
Here’s the Average Retirement Age in 2023 in the US vs Europe Here's how the retirement age in the US and Europe compare.
Retirement... without draining your savings? See how the numbers break down & what to save now
Everybody needs a plan to retire successfully!
Even millionaires are feeling financially insecure, report finds These days, only 12% of Americans consider themselves wealthy, including just 29% of millionaires. Some go so far as to say they’re poor.
US Banks Suffer $18,900,000,000 in Losses As JPMorgan Chase and Capital One Take Big Hits From Bad Loans: Report - The Daily Hodl American banking giants are taking hits to their bottom line as soaring interest rates cause many loans to fall apart.
In less than 1 minute, ChatGPT created this mind map of the top challenges faced by pre-retirees. What are you doing to get prepared for your retirement? Let us show you how to navigate the financial road ahead.
Bank Failures are nothing new to bond holders
List Of Failed Banks From 2000 to 2023 Bank failures happen more often than you might think—there have been 565 in the U.S. since we entered the new millennium. That’s an average of almost 25 per year. But the back-to-back collapses of Silicon Valley Bank (SVB) and Signature Bank are unique in more ways than one. Our analysis of the ...
Stock pickers are a dime a dozen remember all you can lose is 100%
Jim Cramer's Genius Thoughts About Silicon Valley Bank (SVB) Jim Cramer does it again, let's hear his genius take about SVB right before it collapsed. 🚀Join Patreon for Exclusive Content and Private Discord Chat: htt...
Certified Financial Fiduciary® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. The National Association of Certified Financial Fiduciaries (NACFF) was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with fiduciary standards. They have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary® .To become a Certified Financial Fiduciary®, Patrick Ginefra met the following requirements:
● Exemplified the highest standards of morals, ethics, and fiduciary standards of service
● Successfully completed a rigorous training and certification process
● Passed a certification exam with a score of 75% or better
● Passed a full background check and is in good standing with all state and federal license requirements
● Business office was reviewed for best practices and compliance
● Completed and submitted the signed Certified Financial Fiduciary® application for Certification.
● Agreed to the NACFF terms of awarding and maintaining certification
● Agreed to abide by and uphold the NACFF Code of Conduct
The Certified Financial Fiduciary® course is offered in various states across the US. The exam includes multiple-choice questions on subject areas including identifying what a fiduciary is, understanding the different types of fiduciaries, what triggers fiduciary responsibility, the best interest standard, the SEC Best Interest Regulation proposal, the NACFF code of conduct and fiduciary pledge of Good Faith, Care, and Loyalty to our Client’s Best Interest.”For more information about National Association of Certified Financial Fiduciaries™ visit www.nationalcffassociation.org
The 60/40 Portfolio is Dead!
Non-Correlated Assets & Your Retirement Portfolio Here's how one type of solution could work in your portfolio.
Battered 60-40 portfolios face another challenging year Investors using the traditional equity-bond allocations took a 17% hit last year
It is the ‘perfect time’ for preretirees to consider FIAs The case for adding fixed indexed annuities in the accumulation phase of a client’s retirement portfolio.
How has the pandemic set women back financially? We partnered with HerMoney to find out. Our study found women are doubling down to secure their financial futures as they see a recession ahead. To learn more, visit: https://www.protectedincome.org/stateofwomen/
Are you Retirement Ready?
AARP Finds Major Gap Between Retirement Goals and Preparedness AARP Finds Major Gap Between Retirement Goals and Preparedness
Maximize your benefit!...Let us show you how
Optimizing Social Security Claiming Could Boost Workers' Lifetime Spending | ThinkAdvisor New analysis finds virtually all workers ages 45 to 62 could benefit from waiting to collect the benefit.
Target Funds may not be your best option as you approach retirement...
Could Target-Date Funds Actually Hurt Your Retirement? Could Target-Date Funds Actually Hurt Your Retirement?
Retirees want protected income and the peace of mind it can provide.
Alliance Research - Protected Income Here, you’ll find some key research from the last two years including research from the Alliance and HerMoney that that focuses on female financial independence, Peak65 – a call to action as the retirement system will be tested like never before in 2024 when we will see the greatest surge of Ame...
Your Retirement needs careful planning to avoid this trap!
As the Market Falls, New Retirees Need a Plan | Kiplinger If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.
A great example of the power of deferred income annuities!
Happy Bobby Bonilla Day! Celebrating the legendary contract that keeps on giving Every July 1 from 2011-2035, the New York Mets dole out $1.19 million to Bobby Bonilla, who hasn't played for them since 1999.
The day you Retire all the rules change!
The Decumulation Drawdown: How spending became the big dilemma in retirement You can save all you want, but without the appropriate spending plan, you may not have enough to last your lifetime
Roger Ibbotson and his team at Zebra Capital Management released this statistic in their whitepaper "Fixed Indexed Annuities: Consider the Alternative."
(FIAs) help control , mitigate longevity risk, and can outperform bonds in this extremely low interest rate environment!
Where are YOUR clients' retirement investments?
Rose Sias knows the importance of establishing reliable foundations, both in her construction career and in her retirement plans. Read why she chose protected lifetime income to build her foundation: https://www.protectedincome.org/retirement-planning/rose-sias-testimonial/
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3650 1/2 Silverside Road
Wilmington, DE
19810
Opening Hours
Monday | 10am - 8pm |
Tuesday | 10am - 8pm |
Wednesday | 10am - 8pm |
Thursday | 10am - 8pm |
Friday | 10am - 8pm |
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