Retire REGAL

Working behind the scenes on your financial future.

Before your retirement goes live, it’s important to have a pro review every angle of your approach.

JFK's call to service was answered definitively by the brave men and women who gave their lives for our country. We honor their ultimate sacrifice by being dedicated stewards of the freedoms they secured, striving to do our part in our families and communities.

Wishing you a reflective and meaningful Memorial Day.

History doesn’t repeat itself exactly. But it rhymes consistently enough that the prepared retiree has a significant advantage.

Here’s our outlook on the markets, and what we think it means for the near future.
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Markets Have Declined. Here’s What That Has Always Meant — and How to Arm Yourself Markets have declined before. They’ve always recovered. But the retiree who is forced to sell into the decline doesn’t always get to participate in the recovery. Here’s how to be the one who does.

Let’s illuminate your path to retirement.

Do your financial goals feel far away?

At Owens Financial Group, we zoom in on every aspect of your retirement plan to ensure nothing goes overlooked.

Preparing for retirement is easier said than done as you juggle work, investing and helping the kids leave the nest.

If you’re unsure how to begin, here’s a 10-year checklist suggesting when to handle different parts of your financial plan as you approach the finish line.

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The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

A 10-Year Retirement Planning Checklist Keep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.

Are your investments and intentions in tune?

Connect with Chris Owens to learn how you can adapt your financial strategy to meet your unique wants and needs.

Ready to Retire Regal? Chris Owens’ new book tells you how.

You’ve put in the hard work. Our new Amazon best-seller explains how you can achieve a retirement that’s coherent, not just adequate.

Get your copy today at https://retireregal.com/book.

Retire REGAL® — Retirement Planning Book by Chris Owens | Holy Grail of Retirement Retire REGAL®: The Holy Grail of Retirement is a retirement planning book by Chris Owens, Founder & President of Owens Financial Group, Wealth Advisor, and Author — available now on Amazon. A structured framework for retirement income, taxes, and legacy planning.

How much savings should you have at your current age?

Take a look at the factors to consider so you can stay on track for your retirement planning goals.
https://ow.ly/N4yj50YygYK



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

Retirement Savings: How Much to Set Aside Learn how early saving, retirement timing, and planning your retirement lifestyle can simplify your savings strategy for a secure and comfortable future.

TODAY ONLY: Purchase our new book, “Retire REGAL®: The Holy Grail of Retirement,” for a special launch day price of 99 cents.

For every copy sold today, we’ll donate $70 to the National Humane Society.
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