Gain insights from our team of professionals to maximize your retirement income potential.

Dave Ramsey: SmartVestor Pro

SmartVestor Pros are financial professionals that follow Dave Ramsey’s teaching. To be part of the SmartVestor Pro program, financial professionals undergo a detailed interview process and commit to helping build wealth and saving for retirement through debt elimination and long-term investment. Thanks to his years of experience helping clients achieve their goals and his dedication to customer service, 1842 Wealth Management President, Chad, is proud to be a part of Dave Ramsey’s SmartVestor referral service program.

Bear Market Survival Guide

The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.

Social Security Simplified

Social Security will likely play a large role in your retirement. Do you know when you should file? What about your spouse? Do you have a plan to minimize taxes on your benefits? What about coordinating potential work opportunities with your Social Security benefits? An inclusive retirement income strategy can help you make informed choices, so you maximize your benefits and minimize risk. Remember, there are no do-overs with Social Security. Your decisions are permanent.

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Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. 1842 Wealth and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

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