A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Secure Retirement Services, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Secure Retirement Services
(954) 937-9550

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Newsletter

What Is the Ideal Retirement Age for Your Health?

Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...

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Why is insurance important in financial planning?

Key takeaways Like a good financial plan, insurance takes into account your goals and current financial situation and should evolve as your life changes. In addition to income replacement, life insurance, in particular, can help diversify your portfolio, protect...

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Are Annuities Taxable? A Guide to How Annuities are Taxed

Annuities offer powerful tax benefits to those planning for, or entering retirement. Unlike money market accounts, savings accounts, certificate of deposit (CDs), and most bonds, annuities carry the potential to create tax-deferred accumulation. For example, interest...

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What Is Good About Fixed Indexed Annuities?

Fixed indexed annuities (FIAs) have grown in popularity over the years, primarily due to their unique combination of safety, growth potential, and guaranteed income streams. In this people-first guide, we’ll explore the benefits of fixed-indexed annuities, how they...

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Many Older Americans Haven’t Saved Anything For Retirement

More than a quarter of Americans have no money saved for retirement. That’s according to a new survey from personal finance site Credit Karma, which found older respondents are even less prepared by some measures than their younger counterparts. Nearly one in five...

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What Is the Ideal Retirement Age for Your Health?

Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...

read more

15 Surprising Retirement Facts and Stats for [2023]

There are a lot of myths about retirement out there. Here are several retirement statistics that might just surprise you. While we may know family members or friends who have retired, we don’t usually discuss what their finances look like and the things they wish...

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Fixed index annuities: potential plus protection

Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...

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10 Things You Need to Know About Social Security

Answers to frequently asked questions about your retirement benefits Social Security provides benefits to more than 66 million people, and those monthly payments have an enormous impact on older Americans’ financial health. According to Census Bureau data: • Social...

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Are Annuities A Good Investment?

The first question you need to ask yourself is, what are your financial goals? An annuity may be a good option if you are looking for stability in retirement. There are 13 types of annuities, each with its pros and cons. Reasons why an annuity makes a good investment...

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