Countdown2Retirement

Exact-age Email Alerts. What You Get…

Imagine that you are about to turn 64½. Shortly before your half-birthday you get an email saying, “Here are the important things you need to know at 64½.” Then follows a list including:

• Information about whether 64½ is a good time to start Social Security
• Instructions about starting your Medicare application at 64½ to avoid penalties
• Reminder and instructions for checking your credit report for identity theft
• Notifications of age-64½ strategies for investments, estate planning, and family protection
• Announcements of upcoming live seminars in the Salt Lake City area

Now imagine getting this type of information every quarter from age 50 through age 72. That’s what you get. Sign Up Below!

SPECIAL ALERTS TIMED FOR YOUR IMPORTANT BIRTHDAYS

These alerts scheduled for your exact age can help you to avoid late fees, penalties, and missed deadlines for Social Security, Medicare, retirement accounts, investments, and pensions at just the right times. When you enroll using the form above, you enter your birthdate so we can coordinate the alerts for your exact age. Spouses should enroll separately for their own alerts for their age.

NOTIFICATIONS OF AGE-RELATED STRATEGIES

Be on top of your retirement planning with reminders of what you should be doing at your precise age. Allocation recommendations and investment strategies can change depending on your age and how close you are to retirement.

IDENTITY THEFT DETECTION

Protect your identity from theft! We will walk you through a confidential free credit report – no strings attached – twice each year to help protect and monitor your identity. And we’ll tell you clues to look for that may mean you are being targeted. It’s your early warning system for one of the fastest growing crimes in the world. It’s included with your free subscription above.

NOTIFICATION OF LIVE SEMINARS

Plan to attend some of our entertaining and educational live seminars in the Salt Lake City area. Topics include asset allocation, the outlook for the markets, safer investment strategies, 401(k)s, rollovers, Roth accounts, Roth conversions, tax reduction strategies, and much more.

RETIREMENT PLANNING STRATEGIES

Learn retirement planning strategies that can help you target a more successful retirement. Your actions now can have a huge impact on your retirement income and lifestyle in the future.

*Confidentiality: We do not share your email address or your birthdate with anyone, for any reason, and you can unsubscribe at any time. Emails never state your exact birthdate. This email service is sponsored by Financial Strategies Institute (FSI) in Salt Lake City as a community outreach service. FSI is not responsible for any deadlines or dates that you miss, for any reason. It is your responsibility to keep your email address updated and current with us. FSI reserves the right to refuse any enrollment or cancel any service at any time.