Journey Wealth Management Presents:
$2.2 Trillion Stimulus and Its Impact On Your Retirement
The government recently passed a $2.2 Trillion Stimulus Bill to help with the COVID-19 economic relief. While this will undoubtably help our economy immediately, there are likely long-term consequences that may impact your retirement.
Journey Wealth Management has partnered with tax and retirement experts, Marty Ruby and Becky Swansburg to help explain the long-term impacts and some precautions you can take with your retirement.
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Disclosure:
Roy Gagaza offers fee-based financial planning and investment advisory services through Journey Wealth Management Advisors, LLC, a Registered Investment Advisor in the States of California and Hawaii. Insurance Products and Services are offered through Journey Wealth Management, LLC dba: Journey Wealth Management and Insurance Services, LLC, an affiliated company. CA Insurance License: 0L87925, HI insurance License: 458231. Individual Insurance Licenses; CA: 0C47221, HI: 358160. 1167786
Marty Ruby, FSA
Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which experts have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.
Becky Swansburg
Becky Swansburg did not set out to become an author or an expert on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Roy Gagaza
Roy Gagaza entered the industry after retiring from serving as an officer in the military for more than 20 years. Now, he assists clients in working toward their retirement dreams by developing well-thought-out financial strategies. Roy’s professional goal is to help others receive the financial resources they need and the sound guidance they deserve. He respects his clients’ wishes and genuinely cares about helping them achieve their goals, all while striving to build and maintain long-lasting relationships with them and their families. Throughout his career, Roy has worked closely with the highway patrol, local school districts, Lockheed Martin employees, CPAs and several Chambers of Commerce, as well as numerous individuals. His seminars continue to reach hundreds of pre-retirees and retirees in need of financial guidance to help preserve their assets, create retirement income strategies and use tax-efficient strategies to potentially reduce their taxes. Roy graduated with a bachelor’s degree in business marketing from San Jose State University. He is a Registered Investment Advisor, CEP and RFC, and holds insurance licenses in Hawaii (458231), California (0L87925), Oklahoma and Arizona. Roy is married to Patricia. They have two daughters, Kyrie and Mackenzie, and one son, Grant. In his free time, he enjoys spending time in the water, playing golf, traveling and reading.