Reliance Retirement Services
  • Home
  • Meet Our Team
  • Our Process
  • Contact Us
  • Events

Blog

Picture

Are you at Risk for Living Too Long?

9/29/2020

0 Comments

 
Commentary Presented by: Dana Dunkelberger
​
The title of this week’s article caught my eye because most news articles nowadays are telling us we are at risk of shortening our life because of COVID; but of course the article was talking about longevity risk. What exactly is that? “The old line in retirement goes something like: “My problem is not that I have too little money left at the end of the month, it’s that I have too much month left at the end of the money.” Does that hit home with you? If so, call us. We have some ideas that you may not know about, or that you have yet to consider. We’re always here to help.
real the full article
0 Comments

Positive Impact

9/22/2020

0 Comments

 
Commentary Presented by: Dana Dunkelberger
​

Today’s article shows us a new survey finding “that 39% of men and 47% of women in the U.S. report they are spending less during the coronavirus pandemic than they did before the crises. And more than half of Americans ages 55 to 64 – those closest to retirement age – say their spending has gone down. Cutting back on spending could translate into a nice savings boost over the long term.” Come talk with us about options for you to keep that savings boost working for you with an income you can’t outlive. We’re always here to help.
read the full article
0 Comments

Decide When to Start

9/15/2020

0 Comments

 
Commentary Presented by: Dana Dunkelberger

So many people are talking about retiring and hoping to do it soon that I thought to share with you an article that discusses those items in a check list form that you need to think about and pick the choices that work best for your situation. While medicare coverage begins at age 65 regardless of your Social Security full retirement age, when you start to collect on your Social Security benefits is much more within your control. So is purchasing a product that can provide you with additional income, in a form that you can’t outlive it. Take a look at the article and let us know if you’d like to discuss what options are best for you in order to end up with a retirement you can better enjoy. We’re always here to help.
read the full article
0 Comments

Especially Trying

9/9/2020

0 Comments

 
Commentary Presented by: Dana Dunkelberger

This week’s report from the Brookings Institute authors reflects on the impact of the coronavirus and tells us “As painful as this episode has been for all Americans, it has also been especially trying for older individuals.” If you read any newspaper it is as if we must prepare ourselves not just for the impact COVID may have on us, but also what the markets and economy will look like amidst an upcoming Presidential Election. Call us if you are trying to determine where a safe place may be to put some of your hard earned money. We’re always here to tell you about options we know about, and which from our perspective have been tried and true for a long time.
read the full article
0 Comments

An All-Encompassing View

9/1/2020

0 Comments

 
Commentary Presented by: Dana Dunkelberger​

This week’s article makes a valid point, that “safeguarding financial wellness requires an all-encompassing view of a person. This means considering their tangible assets (including savings and property), but also less tangible assets such as health, skills and career readiness to work longer”. Even before COVID-19 caused us to examine more closely our retirement readiness, we may not have been focusing on the fact that “on average, individuals are outliving their money by between eight and 20 years; women in particular are at the sharp end of this scale, with longer lives and pension savings around 40% lower than men’s.” If you’d like to realign your goals, give us a call. We’re always here to help and may have some options you haven’t considered.​
read the full article
0 Comments

    Archives:

    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020

    Categories:

    All

    RSS Feed

telephone icon
clock icon
Tel: 210-255-3040
Fax: 1-800-878-6163
​

Hours: Monday-Thursday 9:00 AM to 5:00 PM 
Friday 9:00 AM to 12:00 PM
Meetings by Appointment Only​
White Reliance Retirement Services Logo
Map and location icon
Home Office

6827 Camp Bullis Rd
Suite 402
​San Antonio, TX 78256

​
​View Other Locations

BBB Accredited Business Logo
National Ethics Association Logo
The Boerne Chamber Logo
Proud Member

​By contacting Dana Dunkelberger, TX License #1490984, Tyler Dunkelberger, TX License #1977049/Reliance Retirement Services, TX License #2265020 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. NO products will be sold at the event and there is no obligation to make a follow-up appointment. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reliance Retirement Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Gibbs Wealth Management, a Registered Investment Advisor in the State of Texas. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Privacy Policy | Managed by Black Oak Creative
  • Home
  • Meet Our Team
  • Our Process
  • Contact Us
  • Events