Monthly Archives: January 2023

Find Out HERE

Posted on January 21, 2023 by Admin

Will you outlive your money? Read this blog post and then CLICK BELOW to find out in nine easy steps with this FREE assessment fueled by my software. Famous football coach Lou Holtz once said, “Pressure is what you feel when you are not prepared.” Retirement Income Planning (also the title of one of my books) is about preparation… not procrastination. In continuing to make my financial planning practice better and more valuable for my clients, I keep adding new … Continue reading

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I Didn’t Know Annuities Could Do That!

Posted on January 10, 2023 by Admin

That’s the title of my newest book!! Retirement. One’s Greatest Gamble Is Substituting Hope for a Plan Hope that stocks won’t ever crash again. Hope that inflation won’t cause your purchasing power to be cut in half over time. Hope that higher taxes won’t cause you to drain your savings quicker than you’d like to maintain your lifestyle. Hope that Social Security won’t run out of money as your annual statement warns. What’s YOUR plan? There are only TWO doors … Continue reading

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Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Mark J. Orr and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Mark J Orr and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Life insurance and annuity guarantees rely on the issuing insurer’s financial strength and claims-paying ability. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. All life insurance and annuity products are sold separately through Mark J. ORR, CFP, RICP. PROACTIVE Tax Planning services are also offered separately through PROACTIVE Tax Planning, LLC.