Tax Exempt Cash Reserve for Elder Care Expenses

If you are over the age of 50, with cash reserves in CDs or Money Market accounts, watch this short video to learn how you can leverage that money into a tax exempt cash reserve that will provide 2 or 3 times as much money for Assisted Living or Home Nursing Care, if you ever need it.

PETE CONNOLLY

The Federal Retirement Group

 

With over three decades of experience, I've been guiding clients toward a secure retirement since 1992. As the founder of The Federal Retirement Group and The Connolly Retirement Group, my mission is to empower individuals with personalized financial strategies that foster asset growth and protection.

 

I'm committed to:

*Educating clients on the risks and rewards of financial decisions

*Developing adaptable retirement plans that evolve with changing objectives and needs

*Recommending tailored products and services that address unique individual circumstances.

 

Through The Federal Retirement Group and The Connolly Retirement Group, I remain dedicated to helping clients achieve their financial goals and enjoy a fulfilling retirement.

 

"Risk comes from not knowing what you're doing."

- Warren Buffet

 

"Rule No. 1: Never lose money. Rule No. 2: Never forget No. 1."

- Warren Buffet

 

"43% of Americans spent more time planning a recent vacation, than they spent planning their retirement." - study AARP

 

"Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway."

- Warren Buffet

 

"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over."

- Warren Buffet

 

"80% of beneficiary forms on IRA accounts, defined benefit pension plans and insurance policies are either BLANK, OUTDATED or NOT PROPERLY FILLED IN." - Investment News