Now is a great time to take inventory of your finances. Some financial checklist items  are your beneficiaries updated on your life insurance, your will, your financial accounts, your IRAs? 

Organize your statements - online or paper statements. 

Do you have a trust and is it up to date? 

Do you keep track of all your usernames and passwords for online accounts? Did you know you can password protect YOUR usernames and passwords? This is very important if your family members needed personal financial information. 

Call Steve today to receive the "Guarding Your Legacy" its a great checklist for you that has details on passwords/usernames, where important paperwork is and more! 

Plus, changes to The Secure Act that could impact YOU and YOUR retirement! 



Call Steve and setup a phone call or virtual meeting today! 

Now is a great time to take inventory of your finances. Some financial checklist items  are your beneficiaries updated on your life insurance, your will, your financial accounts, your IRAs?  Organize your statements - online or paper statements.  Do you have a trust and is it up to date?  Do you keep track of all your usernames and passwords for online accounts? Did you know you can password protect YOUR usernames and passwords? This is very important if your family members needed personal financial information.  Call Steve today to receive the "Guarding Your Legacy" its a great checklist for you that has details on passwords/usernames, where important paperwork is and more!  Plus, changes to The Secure Act that could impact YOU and YOUR retirement!    <a href="https://fairwayfinancial.net/">Call Steve and setup a phone call or virtual meeting today! </a>

Planning for retirement is not a guessing game.  Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market?   When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? 

For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.  

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation.

Tune into Steve's weekly radio show, "Ready Set Retire"  Saturdays @ 6am on WXTK!

Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.
Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Now is a great time to take inventory of your finances. Some financial checklist items  are your beneficiaries updated on your life insurance, your will, your financial accounts, your IRAs?  Organize your statements - online or paper...

Advertisement