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Tattory Financial Group Inc. Richard Tattory Phone: 215-757-2146 HomeContact Us ProductsServices Video Library Allianz Annuity Myths and Truths Allianz Demystifies Today’s Annuities Annuity Basics How can I protect the money I’m counting on for my retirement? Retirement Realities What is a fixed index annuity? What is a fixed index universal life (FIUL) policy? Will your retirement income take a ‘HIT’? Annuities Understanding Fixed Annuities Understanding Fixed Index Annuities Fixed index annuities: Guarantees plus accumulation potential Indexes Used To Determine Interest Life Insurance Introduction to buying life insurance Understanding Fixed Index Universal Life Insurance Retirement Insights Rethinking What’s Ahead In Retirement Retirement Income Strategies Personal Finance A Retirement Timeline Asset Protection Planning Elder Care Planning Establishing a Budget Personal Net Worth Saving for the Future Social Security Benefits Understanding the Transfer of Assets 1035 Exchange Understanding IRA Distributions ⇒ Navigate Services Video Library – Allianz Annuity Myths and Truths – Allianz Demystifies Today’s Annuities – Annuity Basics – How can I protect the money I’m counting on for my retirement? – Retirement Realities – What is a fixed index annuity? – What is a fixed index universal life (FIUL) policy? – Will your retirement income take a ‘HIT’? Annuities – Understanding Fixed Annuities – Understanding Fixed Index Annuities – Fixed index annuities: Guarantees plus accumulation potential – Indexes Used To Determine Interest Life Insurance – Introduction to buying life insurance – Understanding Fixed Index Universal Life Insurance Retirement Insights – Rethinking What’s Ahead In Retirement – Retirement Income Strategies Personal Finance – A Retirement Timeline – Asset Protection Planning – Elder Care Planning – Establishing a Budget – Personal Net Worth – Saving for the Future – Social Security Benefits Understanding the Transfer of Assets – 1035 Exchange – Understanding IRA Distributions Contact Us Tattory Financial Group Inc. Richard Tattory Address: 1525 Polo Run Drive Yardley PA, 19067 Phone: 215-757-2146 E-Mail: Rtattory@gmail.com Newsletter Sign up for our newsletter Your Email: (*)Risks to Retirement Income Saving for retirement is just the beginning. If you’re like many Americans, you’re concerned about saving enough for retirement. But that’s only half the story. While it’s vital to have a solid savings strategy, you need an income strategy for your retirement, too. That’s because retirement consists of two phases: accumulation – saving money for retirement – and distribution, or receiving retirement income. And in the same way you work to protect some of your savings from risk, it’s also important to protect your income from several risks you could face in retirement.My practice is centered on servicing the needs of my clients. I am a Certified Financial Planner since September 2001. I focus on the fundamentals of financial planning. Every great financial plan begins with a budget. This is where I begin. From the start I focus on gathering a clients financial and emotional needs in regards to their assets. What's New With the constant change in the federal tax laws I recommend for my clients to have a working knowledge of the tax laws. My most recent focus with my clients is minimizing taxes to provide greater asset accumulation and most current income strategies to minimize taxes in retirement. Copyright © 2024 Tattory Financial Group Inc. | Privacy Agent...