Sam Morales & Associates, Inc.

 Our Retirement Income Distribution Planning helps you navigate retirement's many dilemmas so you can relax and spend your days enjoying your family, hobbies and friends.

 

 Our clients are successful individuals and couples that are preparing to retire soon or have already retired. They worry if their money will last and they wish to receive a  lifetime of income that is adjusted for inflation, is tax efficient and avoids unnecessary market risk.  

 With over 20 years of experience and expertise in retirement planning, Sam can help you overcome the income challenges of a long retirement and help you protect your income.

www.MoralesWealthManagement.com

 

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Income for Life Model® - Video

 

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

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