Creating & Managing Wealth, LLC

The market is going through a correction.

If you are NOT our client and -

You are 5 years from retirement I feel you should pull your money out of the market. We may be heading for a real low bear market like we experienced in the 70s and you won’t have time to recover.

If you have the % of your age in guaranteed funds and the rest in the market I think you should stay firm. i.e. your have $100,000 in retirement savings and you are 60 years old. $60,000 should be in guaranteed accounts and $40,000 can stay in the market. That $40,000 can be earmarked for access when you are 70 or older.

The only true way to decide is to come in for an appointment.

Call my office for an appointment at (972) 831-8866 or Toll Free (800) 488-0020.

Bring to this appointment:

tax returns for the last two years
current pay stubs from you
current pay stubs from your spouse, if applicable
current investment statements
copies of your life insurance policies, if they are whole life.

Advisory Services and Securities offered through Lincoln Investment Planning, Inc.

Registered Investment Advisor, Member FINRA/SIPC.

Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.