Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable- it is essential to take more control of your financial future. Helping individuals recognize potential risks when planning for retirement and identifying appropriate solutions.
Bridgeside Insurance Agency opened its doors in 1997 in Middletown, NY. After moving to their current location in Chester, NY in 2000, Bridgeside Insurance Agency became a household name. Having over 30 years of industry experience, co-owners, Roy Kalmus and Mike Davis help individuals identify unique retirement risks and provide personalized lifetime income planning solutions.
Bridgeside Insurance Agency opened its doors in 1997 in Middletown, NY. After moving to their current location in Chester, NY in 2000, Bridgeside Insurance Agency became a household name. Having over 30 years of industry experience, co-owners, Roy Kalmus and Mike Davis help individuals identify unique retirement risks and provide personalized lifetime income planning solutions.
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Bridgeside Insurance Agency opened its doors in 1997 in Middletown, NY. Co-Owners, Roy Kalmus and Michael Davis, bought their current office building in 2000. Nestled in a quaint little corner of Chester, NY, Bridgeside Insurance became a household name. With each having over 30 years of industry experience, Roy and Mike help individuals and families handle retirement income concerns when planning their retirement.
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees. Are any of your retirement savings protected from the volatility of the stock market?
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution. Explain the importance of routinely verifying your Social Security statement earnings record for accuracy. Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Our media library is a collection of short, informative videos discussing a variety of topics surrounding retirement.
