We here at Global Financial Trust specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Our primary goal is keeping our clients' money safe from volatile and risky investments.
New Study: America's Retirement IQ is Low
Boomers Lack Knowledge & Are Undersaved for Retirement
A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target in mind, have ended up saving very little. In fact, 1 in 4 baby boomers have less than $5k saved for retirement.
But the good news for boomers struggling to [...]
BRINGING BALANCE TO YOUR RETIREMENT PORTFOLIO
In our hectic lives, balance is something many of us strive to achieve. From work-life balance to finding balance in your yoga class, we’re all looking for a little more of it.
In terms of planning for the future, have you thought about ways to balance your retirement portfolio? These 3 practical tips will make sure you’re not putting all your [...]
Over 59 1/2? You Must Know these Roth IRA and 401K Answers
This week's Slott Report Mailbag looks into Roth IRAs, 401Ks, contributions, tax-free options, and more. As always, we recommend you work [...]