Your Family And Your Retirement

Abe Ashton discusses the potential impact of the Federal Reserve lowering interest rates on fixed income investments. He explores the idea of locking in high yields on fixed income investments before rates decrease.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retir...

Abe Ashton discusses how Social Security is facing a solvency crisis within the next 10 years, and one option to fix it could be to raise the full retirement age. Congress is considering raising it to age 70. However, studies show that raising the age alone will not be enough to shore up the Social Security Trust Fund.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of...

Abe Ashton covers how long-term care insurance for retirees is expensive, and those who need it may be better off planning for a Medicaid spend down. Other options include hybrid products and annuities with built-in benefits. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the coun...

Abe Ashton discusses the importance of managing emotions and having a long-term investment strategy when it comes to retirement savings. He emphasizes the need to be conservative in investment strategies as retirement approaches and to avoid constantly checking account balances. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thou...

Abe Ashton discusses considering one's stage of life and risk tolerance and highlights the need for individuals to reassess their financial plans and work with professionals to ensure their goals align with their current situation.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across...

Retirement planning is evolving, with more people opting for a phased approach rather than a sudden retirement. Abe Ashton explains how planning for retirement involves considering income streams, such as pensions and investments, and having a pool of resources for unexpected expenses and extras.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning expe...

Annuities are a topic of debate, with both pros and cons. The main concern is the high fees and lack of access to principal in an emergency. However, Abe Ashton explains that not all annuities are created equal and that it's important to understand the different types of annuities before making a judgment. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial plan...

Abe Ashton discusses the potential benefits of the Secure Act 2.0, which would increase the age for required minimum distributions (RMDs) from retirement accounts to 75. The main focus is on the advantages of delaying taxable income and allowing for more time to compound growth.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping th...

Abe Ashton discusses the importance of not focusing solely on market risk in retirement planning and highlights the need to consider other risks such as expensive healthcare and longevity.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mi...

Abe Ashton discusses the different levels of elder care and the statistics surrounding the likelihood of needing long-term care. He explains alternative options for covering long-term care costs, such as Medicaid spend down plans and combination products.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth...

Abe Ashton explains the impact of inflation on retirees and those nearing retirement. He emphasizes the importance of having a plan and considering income sources like social security and pensions that account for cost-of-living adjustments.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, a...

Abe Ashton explains the important aspects of retirement like not losing money, reducing taxes, and achieving the best rate of return.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solut...

Abe Ashton talks about how Wall Street analysts and stockbrokers often advise investors to hang in there and ride out market downturns. However, this advice may not be comforting for retirees who are pulling money from accounts that are losing value.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah,...

Abe Ashton highlights the limits and penalties for earning income while receiving Social Security benefits and explains how individuals can turn off their benefits temporarily if they exceed the income limits.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with...

Abe Ashton talks about the idea of living vicariously through clients' experiences and the joy of hearing their stories about vacations and the desire to experience those adventures. He also explains the unique perspective he has on retirement and emphasizes legacy planning for your family as well.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning e...

Abe Ashton covers customer service, budgeting, retirement planning, risk assessment, and portfolio analysis. He explores the parallels between Chick-fil-A's customer service approach and financial advisory services, emphasizing the importance of understanding client needs and providing tailored solutions.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial plan...

Inflation is clearly an issue we're going to be dealing with heading into retirement. Abe Ashton explains how he helps his clients plan for changes while maintaining their lifestyle and checking off their goals for retirement.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the c...

After years of experience helping people retire successfully, Abe Ashton explains there are a few different categories of people that need guidance. Which type are you?   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide...

Your view of income completely changes when you leave the workforce. Abe Ashton explains how he helps his clients reframe their perspective on income when they reach their next chapter.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s miss...

How you want to pass down your legacy is up to you, and Abe Ashton explains how he helps his clients solidify their wishes at Ashton & Associates.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused ed...

Nobody wants to make a big mistake in retirement, and dealing with a market correction could hurt your portfolio. Abe Ashton explains how he helps his clients move away from the market as they get closer to retirement.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country r...

Once you leave the workforce, it can be an adjustment not to see that paycheck every few weeks. Abe Ashton explains how you could get into a fixed income program in retirement if it works for you.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence....

We know the housing market is a bit difficult right now. Abe Ashton explains how he's helping clients weigh out the idea of downsizing in retirement while interest rates are still high.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s miss...

Abe Ashton recently had the chance to sit down with Country Music Star Dillon Carmichael. They talked about Dillon's recent success, what advice he would have given his younger self, and Abe challenge Dillon to come up with new lyrics to his song on the spot.  Get more info on Dillon Carmichael and his latest single, "Drinkin' Problems" on his website: DillonCarmichael.com . As the founder of Asht...

Should you help your children out with a loan? Abe Ashton offers up the guidance he gives his clients when it comes to helping others while possibly hurting your retirement plan.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is t...