The past 12 months were rocky for retirement savings, and Goldstone Financial Group (630-620-9300) is helping St. Charles clients recover with diversified investment strategies.
If your 401(k) or IRA took a hit in the past year, all is not lost. The team of senior advisors at Goldstone Financial Group can help you rebalance your portfolio and move forward.
It’s certainly not time to throw the baby out with the bathwater, and the tax provisions for 2023 might make this a good time to increase your savings contributions. However, the last year also showed us that diversity of investments is important, and this top local firm can help develop a plan that meets your own financial circumstances.
Go to https://goldstonefinancialgroup.com/ for more information.
Boiling it down to basics, Goldstone’s ultimate goal is to ensure you have stable and secure sources of income to enjoy your retirement in comfort. A comprehensive approach includes personal savings, short- and long-term investments, and tax minimization strategies, and this team has significant experience with each.
A recent report from Fidelity Investments found that average 401(k) savings fell by 23% during 2022, with IRA balances losing 20%. However, the firm also points out that current market conditions won’t last forever, and you should consider rebalancing your portfolio in order to recover your losses.
Goldstone Financial Group’s latest service is designed to help you review your current retirement portfolio. While the firm believes that savings accounts will improve in the coming year, advisors can also work with you to understand your risk tolerance and then suggest several additional investment options.
“Our retirement income planning services consider all sources of income to create a reliable income stream,” a company representative explained. “It’s crucial to evaluate all sources of income and create a diversified portfolio to ensure that you have enough money to cover your essential expenses throughout retirement.”
About Goldstone Financial Group
Headquartered in Oakbrook Terrace, Goldstone Financial Group now works from seven locations in the greater Chicagoland region, including St. Charles, Hoffman Estates, Northbrook, Lake Forest, and Orland Park. As a result of ongoing growth, the firm has also recently opened three new Tennessee offices in Nashville, Brentwood, and Franklin.
“After working with several financial advisors, we are glad we found Goldstone,” one client recently stated. “As a finance major, I am very impressed with their knowledge and understanding of the markets and financial tools available. In my opinion, they are one of the best, and far above the rest.”
Secure your financial future with expert retirement and investment planning from Goldstone Financial Group.
Speak to a senior advisor today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.
