Retirement Planning Archives

April 2019

Saving for Retirement While Reducing Your Taxes

This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the already complex and stressful filing process. But, like […]

If You Have an IRA Don’t Forget About This Important Deadline

Most people know that April 15^th is Tax Day, but they may not know that it is also the deadline to contribute to an IRA. Even if […]

Spring Cleaning Your Retirement Accounts

By the time you’re ready to retire, you’ve probably had a number of jobs over the course of your working life. In fact, according to the Bureau of Labor Statistics, Americans hold an […]

Creating a Retirement Game Plan

Whether your team won or lost this Sunday, we can all agree that it’s no easy feat to make it to the big game at the end of the season. This game […]

Why Can’t You Rely Solely on Social Security in Retirement?

Social Security is only designed to replace a part of a retiree’s income, and the buying power of its benefits has decreased by a third since 2000, according […]

Are You Turning One of These Ages in 2019?

If you’re turning one of these ages in 2019, take note of what makes them important. Some ages, such as 65, the age at which you qualify for […]

Scottsdale, AZ

8767 E Via De Ventura
Suite 240
Scottsdale, AZ 85258

(480) 477-8848
Click To Email

Sign Up For Our eNewsletter

QUICK LINKS

OUR SERVICES

© Juniper Wealth Management – Powered by: Simplicity Lone Beacon
Terms and Conditions | Privacy Policy | ADV 2A | CRS Summary

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.