Jocelyn Ivancic has been helping Fort Wayne, Indiana residents with retirement planning, estate planning, and financial services since 1986. Ivancic is no stranger to hard work. She began working at age 11 for five years as a cook's assistant, later spent years working at International Harvester, raised a family, and started a new business in insurance over a quarter of a century ago.
This philosophy is based from a consumer educational website that provides information on all "Safe Money" financial products and resources. It takes hard work and time to accumulate wealth. Make sure it is passed down properly to your children, grandchildren, religious organizations, or charities.
This philosophy is based from a consumer educational website that provides information on all "Safe Money" financial products and resources. It takes hard work and time to accumulate wealth. Make sure it is passed down properly to your children, grandchildren, religious organizations, or charities.
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Jocelyn Ivancic is no stranger to hard work. She began working at age 11 for five years as a cook's assistant, later spent years working at International Harvester, raised a family, and started a new business in insurance over a quarter of a century ago. Jocelyn Ivancic is a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places philosophy.
Many of us want to enjoy our retirement, and in order to do that you need to do some planning. This consumer's guide covers topics including: avoiding scams, return arithmetic, and the different Safe Money Options such as savings bonds or fixed annuities. Many Americans are searching for "Safe Financial Vehicles" that will provide them with additional guaranteed retirement income.
The most common question we hear about Social Security is, "I know I can't outlive my Social Security benefit, but will Social Security provide me with enough income when I stop working?" Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers - less than one-third of their income!
The old retirement model of past generations is gone. Back then, along with the gold watch, the company could expect to only pay retirement benefits for 3-4 years. Today's retirement period can last 25, 30, 35 years or more. The new retirement model is all about longevity. That is why the Personal Pension Plan is important in assuring that today's retirees have an income guaranteed long after the gold watch has quit working.
With the up-tick in our recent markets, who knows what those numbers really are today? When considering wealth transfer, most Americans want to know that no matter the size of their estate, their assets will move to the people they choose at the lowest possible rate of taxation and at the highest rate of interest earned throughout the life of the products they have purchased, with little or no risk.
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