Name: Assurity Financial Group
Address: 2429 Manatee Ave E #1, Bradenton, FL, 34208, US
Telephone: (941) 739-5006

General Description

Retirement planning doesn’t have to be complicated. A few key principles can help you build a secure and comfortable future: 1. Start Early, But It’s Never Too Late – The earlier you save, the more time your money has to grow. But if you're getting a late start, focus on maximizing contributions and cutting unnecessary expenses. 2. Live Below Your Means – The less you spend today, the more you can save for tomorrow. Avoid lifestyle inflation and unnecessary debt. 3. Diversify Your Investments – Don’t put all your eggs in one basket. A mix of stocks, bonds, and safer assets can balance growth and stability. 4. Plan for Inflation – Prices will rise over time, so make sure your retirement income keeps pace with the cost of living. 5. Have a Withdrawal Strategy – A common rule of thumb is the 4% rule, but your needs may vary. Work with a planner to create a sustainable withdrawal plan. 6. Prepare for Healthcare Costs – Medical expenses can be significant in retirement. Consider long-term care insurance and health savings accounts (HSAs). 7. Eliminate Debt Before Retirement – Paying off high-interest debt before you retire gives you more financial freedom. 8. Don’t Ignore Taxes – Your withdrawals from different retirement accounts (401(k), Roth IRA, etc.) have different tax implications. Plan accordingly. 9. Have an Estate Plan – Ensure your assets go where you want them to, with wills, trusts, and proper beneficiary designations. 10. Keep It Simple

Business Hours

Sunday	closed
Monday	09:00 AM	06:00 PM
Tuesday	09:00 AM	06:00 PM
Wednesday	09:00 AM	06:00 PM
Thursday	09:00 AM	06:00 PM
Friday	09:00 AM	06:00 PM
Saturday	closed

Location & Map

Assurity Financial Group

2429 Manatee Ave E #1
Bradenton, FL 34208

(941) 739-5006

Driving Directions

Assurity Financial Group

Financial Planner in Bradenton

2429 Manatee Ave E #1 Bradenton FL, 34208

(941) 739-5006

General Description

Business Hours

Location & Map

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