Jeff Gove and Jackie Selby discuss how annuities really work, and the truth about the different types and who could benefit from using an annuity in their retirement plan.  Jeff also discusses the fact that funding your own retirement should be top of mind for the generations who are now below the age of 45.   He brings up the point that Social Security may not be in place or not as well funded as it is now in 2025.  The conversation moves to the importance of understanding your taxes in retirement.  Use this free tool to help assess this for you and your family Stonebridge Tax Bill

Call Stonebridge Wealth Systems to schedule a visit to see how the team can help YOU.  866-295-5146  Or click here.  

Jeff Gove and Jackie Selby discuss how annuities really work, and the truth about the different types and who could benefit from using an annuity in their retirement plan.&nbsp; Jeff also discusses the fact that funding your own retirement should be top of mind for the generations who are now below the age of 45.&nbsp; &nbsp;He brings up the point that Social Security may not be in place or not as well funded as it is now in 2025.&nbsp; The conversation moves to the importance of understanding your taxes in retirement.&nbsp; Use this free tool to help assess this for you and your family <a href="https://www.stonebridgetaxbill.com">Stonebridge Tax Bill</a>
Call Stonebridge Wealth Systems to schedule a visit to see how the team can help YOU.&nbsp; 866-295-5146&nbsp; Or <a href="https://www.stonebridgeiwm.com">click here</a>.&nbsp;&nbsp;

Jeff and Tim broke away from big corporations to help get our families closer to their dreams. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit our clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, we strive to help our community make decisions confidently and step into the life they envision for retirement.

Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (866) 295-5146

Jeff and Tim broke away from big corporations to help get our families closer to their dreams. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit our clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, we strive to help our community make decisions confidently and step into the life they envision for retirement.<a href="https://stonebridgeiwm.com/#contact"></a>
Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (866) 295-5146