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5 Types of Guaranteed Income in Retirement

Terry Morton

It is Possible to Have Income Even After Retirement

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Multiple Employer Plans Reduce Employer and Personal Fiduciary Liability.

By Terry Morton • 28 Oct, 2020

Companies of Any Size Qualify to start Savings Programs

Estate Planning: Conversations to have with Your Family and Advisors

By Terry Morton • 28 Oct, 2020

Ensure your loved ones understand your wishes You probably don’t like thinking about the end of your life; no one does. But the reality is: that time will come for everyone. It may be difficult to manage your own affairs due to health-related issues leading up to yours or a spouse’s death. Ideally, someone who loves you will take care of you and these matters when it becomes necessary. But, the authority to handle your affairs isn’t automatic for anyone. Even if the necessary legal documents have been drawn up, they may not provide all the information your family needs. Here’s a brief guide to the official documents you should consider preparing as well as other information you should track so your family will be able to honor your wishes.

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Terry Morton Wealth Advisors, LLC and Terry Morton offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Terry Morton and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and Terry Morton Wealth Advisors, LLC are independent of each other. Click here for full disclosures.

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