Premier Retirement Income Services
At Euclid Financial Services, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making key choices that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Apps that help small business owners better manage and grow their business.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a quick guide to checking to see if you have unclaimed money.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?