by Mosaic WSG, Ltd. | Jul 22, 2021 | Financial, Mosaic Minute, Retirement, Videos
Carrying consumer debt into retirement can quickly reduce the monthly cash flow available to spend on healthcare, travel, and leisure activities or could necessitate drawing down retirement accounts faster than planned. Either situation puts you at risk for running...
by Mosaic WSG, Ltd. | Jul 20, 2021 | Financial, Retirement
The 2019 Employee Wellness survey by PwC found that 73% of Millennials, 70% of Generation X, and 61% of Baby Boomers think health care costs will adversely affect their retirement. If a healthy 65-year-old couple retiring in 2019 expected to spend more than $387,000...
by Mosaic WSG, Ltd. | Jul 13, 2021 | Financial
“Shirtsleeves to shirtsleeves in three generations.” The saying is true, and the cycle is real. As the expression indicates, after the buying, the building, and the selling, there’s rarely anything left of a family’s wealth for the fourth...
by Mosaic WSG, Ltd. | Jun 29, 2021 | Financial, Mosaic Minute, Videos
We’d Love to Help You With Your Financial Plan Schedule Your Consultation Disclosures The information provided is for educational purposes only and is not intended as investment advice for anyone. All information discussed is believed to be from reliable sources;...
by Mosaic WSG, Ltd. | Jun 24, 2021 | Financial, Insurance
Guaranteed returns, you ask? Yes, but it’s complicated – one simple word can make a big difference. If you have a fixed annuity, you get a fixed rate of return. If you add one simple word “indexed” creating a fixed indexed annuity, you’re tied...
by Mosaic WSG, Ltd. | Jun 15, 2021 | Financial
Over 99% of America’s 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can’t wait for a Government stimulus to bail them out and are instead looking for ways to fund their business and get back on...
