Posted on Jun 16, 2020

Soutas Financial & Insurance Solutions Inc.

Fresno Retirement Advisor News: Contingency Plans Helpful to Weather the Unexpected

Fresno Retirement Advisor Takeaways

As your Fresno financial advisor we thought this was a good takeaway. Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. Federal regulators recently announced that homeowners unable to pay their mortgage due to lost income from the COVID-19 pandemic may be eligible to reduce or suspend their mortgage payments for up to 12 months.2 If you don’t have a plan B for loss of income, savings or investment dividends — or if your plan B isn’t working and you need to come up with a plan C — we’re here for you.

Soutas Financial & Insurance Solutions Inc. your Fresno financial planner is committed to helping take the complexity out of retirement planning. By using a variety of insurance and investment products such as trusts, probates, charitable giving, estate planning, or tax-efficient strategies, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement. Contact us today at 559-230-1648 or visit us today at Soutas Financial to get your retirement plans on track for success!

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