Financial Services News

Bear Market Financial Services Addresses Retirement Worries

When the Social Security program was initiated back in 1940, the set age of retirement for working Americans was 65 years old. That age has now pushed forward to 66 or 67, depending on what year you were born. However, what many may not know is that this age is set for a “full retirement” whereas 62 is considered the “early retirement” age. What’s the difference between the two? What about those who aren’t set to retire until their 70s? Bear Market Financial sets out to answer these questions and more.

Bear Market Financial Services stepped into the public consciousness in 2021, founded by owner and president Curtis James, who has over ten years of experience within the financial services industry. James founded Bear Market Financial Services with the objective of helping clients confidently pursue the simple, comfortable retirement they envision. The company assists clients through a personal approach focused on getting to know their unique goals, situation, and attitudes about financial risk.

According to the Pew Research Center, the number of retirees 55 and older has grown by 3.5 million, making the need for retirement guidance more of a necessity than ever. Some have planned for their retirement while others have been taken completely by surprise. Seeing the need for more education on retirement, Bear Market Financial Services hosts live events all over the Minneapolis Metro area to connect with the community and share the importance of preparing for one’s financial future.

These events often focus on common retirement topics, such as how to prepare for unexpected financial events, the importance of taxes and ROTH IRAs, and building a satisfying retirement income. In June, Bear Market will be hosting six education events to help bring awareness to the changing retirement landscape.

Bear Market Financial Services, LLC is a financial service company based in Minnesota dedicated to helping build a personalized, secure retirement strategy for current and future retirees. The company accepts scheduled appointments Mondays through Fridays to help address a client’s specific needs. CEO Curtis James has over ten years of experience within the financial industry and is a licensed insurance producer.

Guarantees are based on the claims paying ability of the issuing insurance company. [Bear Market Financial Services] does not intend to provide specific tax, accounting or investment advice. Any references to protection benefits or steady and reliable income streams on the official website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Be sure to consult a qualified professional in these areas about your individual situation.

To learn more about Bear Market Financial Services and how it serves current and future Minnesota retirees, please visit, or contact:

Bear Market Financial Services

2 Carlson Parkway N, Suite 220

Plymouth, MN 55447


Source link

Leave a Comment