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How The Events of 2020 Maybe Impacting Your Retirement

By Adam Goodman

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Who is this for?

Many struggle with change…When it comes to retirement planning and investing a lot has changed in a short period of time…Market volatility is relatively high, interest rates are relatively low

If you answered YES to one or more of these questions then this is for you!

What you will learn

  1. 2020 Benefits & Rules

  2. With the 2020 Health Pandemic and governments shutting down economies for varying lengths of times, there are programs, waivers and policy changes in 2020 that weren’t available before, and may not be available after. Don’t miss an opportunity that only applies in 2020 if it would be advantageous for you.

  3. Increased Stock Market Volatility

  4. Risk management is always important, often scrutinized when markets have periods of large declines. If March 2020 was more uncomfortable than you would like, revisiting how your money’s invested and perhaps alternative financial solutions may make sense.

  5. Lower Interest Rates

  6. This impacts the growth of conservative investments and savings options. Traditional options like bond funds or CD’s appear less attractive than usual. We see attractive options available through structured notes and indexed insurance, often categories individuals aren’t as familiar with.

  1. Possible Higher Future Taxes

  2. Focusing on things we can control such as how our savings and investments are working today and into the future from a tax perspective may be more relevant now than previously.

    Recent changes have occurred, and many people expect due to 2020 events, tax rates could be higher in the future. Often we see tax reduction opportunities available to individuals in or near retirement, and for those planning 10+ years out for retirement, positioning more retirement money’s to be tax-free is often attractive, and even more so given the events of 2020.

  3. Your Margin of Error is Likely to be Smaller in the Future

  4. Given issues 2,3 and 4 as well as if financial hardship was experienced due to 2020 events, many people may have to adjust their financial plan. Adjusting growth assumptions, retirement income assumptions, being prepared for taxes having a bigger impact in the future, perhaps having to adjust when they can retire as well as do they have the right types of protections in place along the way.

    If one or more of those issues apply, making optimal decisions, not missing opportunities that we can control may be extremely important, and for individuals not well versed in the financial planning, the risk and investment management world, having a knowledgeable professional advise and guide them may be more important and beneficial now than ever before.

One-of-a-kind Expertise

About Your Presenter

Adam Goodman is the founder of Goodman Lifetime Wealth Strategies. He entered the Financial Services industry in 2010 after two decades of personal experience in analytical and risk reward decision making capacities. He holds a Bachelor’s of Science degree in Business with a concentration in Finance from University Of Pacific.

Licences and Certifications

  • Wealth Management Certified Professional®
  • Certified Bucket Plan Advisor®
  • Retirement Income Certified Professional®
  • Life & Annuity Certified Professional®

Get Your Exclusive Content

Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

How The Events of 2020 May Be Impacting Your Retirement

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702-462-7233 info@AskAdamGoodman.com

How The Events of 2020 May Be Impacting Your Retirement

Learn how the events of 2020 may have impacted your retirement.

5 Ways Events of 2020 May Be Affecting Your Retirement & What You Can Do About It.

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Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.