FIS Safe Money Retirement Specialist

FIS Safe Money Retirement Specialist We are locally owned and operated Retirement Specialists. We are here to help you!

While the selling of A rated annuities is the primary function of FIS, giving of our time, assistance and advice is of equal importance.

"If your money had a personality, would it be an adventurer, a homebody, or something in between?"https://advisor4u247.c...
07/20/2026

"If your money had a personality, would it be an adventurer, a homebody, or something in between?"
https://advisor4u247.com/

07/16/2026

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial plan—it’s failing to update it.

A retirement strategy created five or ten years ago may no longer reflect today’s reality.

Life changes. Markets change. Tax laws change. Your retirement plan should change too. It's a 3 min read to get you up to speed. https://advisor4u247.com/blogs/

MYTH: Everyone should start claiming Social Security as soon as they can.FACT: Opting for early benefits isn't always th...
07/15/2026

MYTH: Everyone should start claiming Social Security as soon as they can.

FACT: Opting for early benefits isn't always the wisest choice. For a lot of retirees, postponing benefits can lead to a substantial boost in monthly income throughout retirement.

Would you like to know where you stand? Check out our Will My Money Last calculator here : https://financial-investment-services.retirementconfidencecenter.com/c/money-last

The ideal claiming strategy varies based on your health, retirement aspirations, income necessities, and overall financial situation. Talking to your financial professional can help you make the decision.

For many people, retirement planning starts with one big question:“How much money do I need to retire?”But another quest...
07/15/2026

For many people, retirement planning starts with one big question:
“How much money do I need to retire?”

But another question may be even more important:
“How will I turn my savings into income I can count on?”

Retirement can last 20, 30, or even 40 years. During that time, market changes, inflation, taxes, healthcare costs, and unexpected expenses can all affect your financial confidence.

That is why retirement planning should focus on more than accumulation. It should also include a strategy for creating income throughout retirement.
For some individuals, annuities may be one option to consider as part of a broader retirement income plan. Depending on the type of annuity and the terms of the contract, they may help address concerns such as income stability, market risk, and the possibility of outliving savings.

Annuities are not right for everyone, and features, fees, limitations, and guarantees can vary by product. But the conversation is worth having.

Because retirement is not just about reaching a number.

It is about creating income you can plan around.

07/13/2026

This is one of the biggest financial questions heading into the second half of 2026. Are you wondering the same thing?

Interest-rate changes can affect borrowing costs, savings rates, bond values, investment decisions and retirement-income strategies. But making major financial changes based only on predictions about the Federal Reserve can create new risks.

A better question may be:

“Is my financial plan prepared whether rates rise, fall or remain where they are?”

A well-designed strategy should not depend on correctly predicting the next economic announcement. It should be built around your income needs, time horizon, risk tolerance and long-term goals.

When was the last time you reviewed how changing interest rates could affect your financial strategy? Is it time to connect with your financial professional to ask?? https://advisor4u247.com/

I believe a confident retirement begins with preparation, not luck. Investment performance, insurance protection, and ma...
07/10/2026

I believe a confident retirement begins with preparation, not luck. Investment performance, insurance protection, and market conditions all matter, but in my experience, one of the most important factors is having a comprehensive financial plan built around your life, goals, and concerns.

Whether you are just beginning to save or are already enjoying retirement, my role is to help you understand your options, make informed decisions, and prepare for the unexpected. A thoughtful strategy can provide greater clarity today and help you feel more confident about the years ahead.
This article has some great information about creating your plan.

Happy Independence Day! Today, we celebrate the beauty of freedom and the spirit of unity that binds us together. Let’s ...
07/04/2026

Happy Independence Day!

Today, we celebrate the beauty of freedom and the spirit of unity that binds us together. Let’s come together to honor our great nation, reflect on our history, and embrace the future with hope and joy!

Whether you're enjoying a BBQ with friends, watching fireworks light up the night sky, or simply relaxing at home, let’s fill this day with laughter, love, and gratitude!

What are your favorite Independence Day traditions? Share with us in the comments!

🌞 Hello July! 🎉 As we step into this vibrant month, let's embrace new beginnings and summer adventures! What are your go...
07/01/2026

🌞 Hello July! 🎉

As we step into this vibrant month, let's embrace new beginnings and summer adventures!

What are your goals for July? Share with us !

Address

2955 Ridgelake Drive, Ste 104
Metairie, LA
70002

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when FIS Safe Money Retirement Specialist posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category