Monday, September 25One Stop Realty and Real Estate News

3 Reasons Homeowner Should Retire with Wealth Counsel

Living in an era when hustle culture waving its flag means you have to be ready with the consequence. The contrast bears an unwritten practice that everyone knows you don’t have to work to pay the bills forever. It leads to a decision in planning a retirement with wealth counsel.

In 2020 AICPA (American Institute of Certified Public Accountants) found that 23% of American taxpayers do not have a financial plan. It means 77% of American taxpayers are aware to plan their generational wealth with or without wealth counsel.

However, using wealth counsel is an option for those of you who hardly understand the financial world and are interested in its irresistible outcome. In this circumstance, Linda gets an opportunity to have a little discussion with Jose Rodrigues, a financial professional at World Financial Group (WFG) in Fresno, California.

Therefore, Jose stated three reasons of why you should plan your retirement with wealth counsel in video discussion with Linda Peltz. Find out more about the topic in video below!

Always Consider an A-rated Company

If you are looking for a home insurance agent near me, then it is a must for you to hire an A-rated company. As they are able to guarantee your financial safety and are proofly capable of completing their responsibilities.

You need to think big, because your decision now equals your living culture in the next maybe 20-30 years. That is why planning your generational wealth is becoming so important.

What so great in hiring and planning with an A-rated companies is they are able to:

  • Present your financial analysis at the moment and planning the future,
  • Help you found what your goals are,
  • Make proper recommendations of what you are going to do once you are retired.

Read More:

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The Pros and Cons of Hiring Fresno Real Estate Agent

Does a New Roof Increase Home Value ?

You Can Start with Only 2% per Month

Some people who haven’t even touched a financial plan before are afraid of how much money they need to spend in purchasing the policies. They are too afraid to lose yet too cheap to grow. While you need to spend more in order to gain more in these industries, just like the real estate circulation.

Jose also advises that even when you are in the south or thirty or maybe fourty, now is not a bad time to start. He actually just found the investment industry five years ago at the age of 44 years old. With only keeping 2% of his monthly income which is about 52 bucks per month, he is able to plan his future retirement, even when it is just a little money.

However remember, some of a little will be able to make a mickle.

Wealth Counsel Benefits

Jose presents his job, a wealth counsel as part of investment tools because he is not only halding about life insurance and retirement plans in finance, but also a home insurance agent near me.

Furthermore, your agent will help you finding out the necessity needed in order to reach your goals, such as:

  • How to grow your money,
  • How much taxes you want to pay,
  • How to save more, etc.

Hence, what do you think? Doesn’t it sound fascinating? If you need something, kindly contact us immediately. We will always be around.

Jose Rodriguez


Realtor Linda Peltz


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