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5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.

Social Security Simplified: Put Yourself in Control of Your Benefit

Social Security will likely play a large role in your retirement. Do you know when you should file? What about your spouse? Do you have a plan to minimize taxes on your benefits? What about coordinating potential work opportunities with your Social Security benefits? An inclusive retirement income strategy can help you make informed choices, so you maximize your benefits and minimize risk. Remember, there are no do-overs with Social Security. Your decisions are permanent.

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Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.

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Blue Bridge Wealth

620 Cherokee Blvd
Suite 208
Chattanooga, TN 37405

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Office: (423) 486-1414

Cell: (423) 595-7549

Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. RWA and Blue Bridge Wealth are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Shawn Rogers and Blue Bridge Wealth are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only.

Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.