Michael Rochford

Don’t go it alone! I can help you get started.

Income protection is a key element of overall financial wellbeing, especially for those within the medical community. Let’s make sure you’re protected. https://bit.ly/4bLfnp0.

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

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*Dividends are not guaranteed.

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.

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This Presidents' Day, we salute our nation's leaders – both past and present.

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

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Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

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Benefits of tax deferral This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

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Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.

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Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax diversification options and the possible outcomes.

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