retirement planning near me Archives | Foss Financial Services

The Greatest Retirement Fears Americans Face

August 17, 2023July 19, 2023 by Dan Foss

The all wise Yoda pronounced ”Fear is the path to the dark side.” Avoiding planning because you feel you didn’t save enough, won’t fix the shortage, but there may still be a path to improve your options. Come to the light and learn more about how to address your retirement fears and enjoy your retirement … Read more

How 5 Year Retirement Plans Protect Your Lifestyle

May 26, 2023 by Dan Foss

because At 30 you have years to save for retirement. When you’re in your 40s and realize how little you’ve saved in your retirement accounts you might get concerned. By your 50s you need a different plan. The caps on your traditional 401(k) or IRA won’t allow you to put enough money away for looming … Read more

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.