Friday, March 27, 2020 | Leave a comment
Now is a crucial time to talk to an advisor about your retirement. To protect our clients and friends, we’re offering phone appointments and virtual meetings for those who would rather not come into the office or have a visitor in their home. To schedule your one-on-one appointment, call me at 704-451-7020 or click onContinue Reading…
Estimated reading time: 2 minute(s)
Wednesday, March 25, 2020 | Leave a comment
During this time of social distancing and self isolation many people are reviewing their financial portfolio and asking how can some of my assets be protected and still grow, without taking risk? CasaSanta Financial Services is still open and even though we cannot meet in person we can talk by phone or have a videoContinue Reading…
Estimated reading time: 21 minute(s)
Friday, March 13, 2020 | Leave a comment
The last several weeks have been the stock market has been more volatile than ever before. Are you aware, in the last 3 weeks through Thursday March 12th all three major index’s of the stock market have lost 20 – 25% of its value? Are you aware that to make up this type of loss the stock marketContinue Reading…
Estimated reading time: 7 minute(s)
Friday, March 6, 2020 | Leave a comment
Sometimes the stock market can go through a rough patch. The market takes a dive, and then the near-term outlook for stocks might not be that rosy. During those times, many people go on the hunt for ways to keep their money safe. For millions of Americans, one answer is fixed-type annuities. If you are consideringContinue Reading…
Estimated reading time: 22 minute(s)
Thursday, January 30, 2020 | Leave a comment
Retirement today isn’t the same as your grandparents’ or even your parents’ retirement. It’s a whole new ballgame. Many trends are changing the face and length of retirement as we know it. Retirees today face the possibility of a much longer retirement lifespan than their predecessors. They also have several issues to contend with that, for theContinue Reading…
Estimated reading time: 24 minute(s)
