Refining Retirement August 17, 2024

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you.Takeaways:- Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan.When interest rates decline, stocks that pay dividends often become more attractive because of better yields.- Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.To setup a meeting go to https://vineyardfinancial.com/schedule-a-meeting/ or if you would like to get a copy of Brad Fords book go to https://vineyardfinancial.com/books-and-guides/Advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.