Welcome to JGreene and Associates, Inc.   Four times a month we present FREE Seminars  " How to Achieve Your Financial Goals in a volatile market.   Click here for enrollment information. It will be time well spent.

 

With the stock market more volatile than ever, people seeking to reserve their assets and reduce taxes are looking for alternatives for their retirement savings.  If that describes you, then you have come to the right website!

All Seniors should be looking for a SAFE PLACE to "grow their money".  Would you like an investment that pays gains based on the stock market, yet helps protect your principal when the market declines?

Do you have insurance on your home and automobile?  Do you have a supplemental insurance policy for health?  I hope the answer is yes to these questions.  Then does it not seem intelligent to have insurance on your investments as well? 

The products I work with guarantee that you will never lose your principal!  It's not every day that you find the opportunity for potential growth with true safety in the same financial vehicle.  Usually investors are compelled to make one of two choices, either they give up a degree of safety in exchange for a greater potential for growth or they accept less growth in exchange for a higher degree of safety. 

If you are retired or on the verge of retirement it is important for you to consider how your Social Security may be impacted by taxes.  Fixed Indexed Annuities allow you to earn interest income on your original principal, interest on the interest earned, and interest on the money you would have paid in taxes.  Deferred annuities enable you to accumulate earnings tax-deferred.  Interest income from an annuity is not taxable until the income is withdrawn from the annuity.

The old annuities tied up your money forever..today's Fixed Indexed Annuity DOES NOT TIE UP YOUR MONEY!  You can draw an income and never touch your principal.  There are benefit riders inside a Fixed Indexed Annuity that allow you to withdraw all or part of your investment if you need it.  Like assets in a living trust, money placed in an annuity is exempt from probate.  At the annuity owner's death, the funds in the annuity are transferred to the named beneficiary.

Contact me for more information.  You are under no obligation to do anything!  If I can help you, I will..if I can't, I will tell you.

I hope to see you in one of my seminars!

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Car Affordability

How much can you afford to pay for a car?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

More Newsletters →