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Blogs2024-11-12T07:27:21+00:00
2703, 2024
Alternative Income Streams: The Role Of Annuities In Retirement

Alternative Income Streams: The Role Of Annuities In Retirement

What is an Annuity?

An annuity is a contract between the annuitant (that’s you) and an insurance company. The annuitant makes a payment (a premium) to an insurance company that, in turn, promises to make regular income payments that over […]

2003, 2024
Managing Healthcare Costs in Retirement

Managing Healthcare Costs in Retirement

As retirement approaches, planning for healthcare expenses becomes increasingly critical. Research suggests that retirees often need a substantial portion of their savings to cover medical care. Let’s dig into the details.

How Can Tax-Advantaged Accounts Help Manage Healthcare Costs?

Investing in tax-advantaged accounts such as […]

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Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

CLIENT CORNER
Client's Access
CONTACT US

Phone: 402.466.3919
Fax: 402.464.0648
Email: [email protected]

HOURS OF OPERATION
 
Monday: 8:30am-5:00pm
Tuesday: 8:30am-5:00pm
Wednesday: 8:30am-5:00pm
Thursday: 8:30am-5:00pm
Friday: 8:30am-5:00pm
OUR LOCATIONS

Lincoln
6301 S 58th Street
Lincoln, NE 68516
Get Directions

Omaha
(By Appointment Only)
900 S 75th Street,
Omaha, NE 68114
Get Directions

CHECK US OUT

Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

Securities and investment advisory services offered through Integrity Alliance, LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance. Integrity Alliance and Shunkwiler Financial are not affiliated companies. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. 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. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Shunkwiler Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.

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