Fairway Financial LLC

Peace of mind, safety of principal, and guaranteed lifetime income Annuities in addition to any an all other lifetime income payments such as Pension funds as well as Social Security provides a secure retirement. Removing any concerns of outliving ones funds is a great relief. As another very serious concern is the costs of Long-term care services. Consider a specific sum put aside for this important issue. You can earmark Qualified funds from 401K or IRA accounts as well as regular savings. Traditional LTC is an option but there are many HYBRID Life and LTC programs available. If you wish to discuss any of these very popular strategies feel free to call Neal Mandelbaum President of Fairway Financial LLC. 617-538-4175 or email [email protected]

Your Retirement Income Should Depend on Math, Not the Market Dividing your assets into three different buckets — safety, income and growth — can help protect you from inevitable market downturns.

I have more exceptional news for those who are enjoying the huge increases in savings vehicles due to the Fed raising rates.
My latest message that needs to be shared is the following!
For Multi Year Guaranteed Annuities the fixed guaranteed rate is as high as 6.0% tax deferred. To learn more about these fabulous rates call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected] for your personal discussion.

Looking for another option to protect against the stock market volatility? This article explains how a Universal Life Insurance
policy can provide the security and protection for many years to come while achieving your retirement goals. Benefits like leaving
as much as possible to your children, growing your assets without risk ,guaranteed death benefit, tax-free cash accumulation
and LTC protection. Building and passing tax free values will be very helpful in the years to come. For more information
call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175 or email [email protected]

How to Deal with Market Volatility When you’re wondering how to deal with market volatility, consider life insurance.

So many more discussions with folks who are leaving their jobs for numerous reasons. Some are voluntarily and others are not so lucky. Retirement, starting a new position, and sadly being let go as their department is being phased out, or moving away and others. The biggest question is, "what are my options to take my retirement account safely, and without taxes and hopefully not experiencing stock market losses. As every situation is a little different, I decided to share this very informative GUIDE for ROLLOVERS.
So, if you would like to have further discussion on this subject or you would like for me to send you this Guide for Rollovers feel free to email [email protected] or call Neal Mandelbaum 617-538-4175

Visit link for more info:
fil:///C:/Users/Owner/Documents/NA%20Rollover%20Guide%2032362Z.pdf

#

Send a message to learn more

As the Market Falls, New Retirees Need a Plan If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.

How many new retirees do you know? Consider the spot they are in now witnessing first hand the decline of their nest egg.
Very scary to say the least. Like most of these articles they provide some valuable information. Some folks have asked, "when will it come back?"
Reading this article I feel there were some points I wanted to highlight.
"This won't be the only period of contraction in our lives...." Portfolios are more vulnerable to "Sequence of Return Risk" in early years of retirement!
Invest far more conservatively....
Consider an ANNUITY for help to offset market volatility, which could turn your payments into future guaranteed income for Life, creating a source of Income
that isn't market dependent. Last, I would encourage you to give me a call to provide information to help you potentially recover your IRA accounts!!!
Call Neal Mandelbaum, President of Fairway Financial LLC 617-538-4175, or email [email protected]

As the Market Falls, New Retirees Need a Plan If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.