Brian Low Financial Group 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.
Brian Low Financial Group 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:
Securities and advisory services offered through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC, and a Registered Investment Advisor. Advisory services also offered through Brian Low Financial Group, LLC , a Registered Investment Advisor. Brian Low Financial Group, LLC and MAS are not affiliated entities.
Brian Low Financial Group is an independent financial services firm. Neither the firm nor its representatives may give tax or legal advice. 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. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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.
Brian Low
Brian Low is the owner of Brian Low Financial. He began working in the insurance and annuity industry in 1998 after receiving his bachelor’s degree in finance from Southeastern Louisiana University. Brian Low holds his life and health license — #238225 — and his Series 6, 7, and 65 securities licenses — CRD #3097163. Brian has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table. Brian is securities licensed in Alaska, Arkansas, Colorado, Florida, Kentucky, Louisiana, Mississippi, Texas and Virginia, and he is investment advisory licensed in Louisiana and Texas. Brian holds his insurance license in Louisiana, Mississippi and Florida. Brian is a well-known speaker on retirement income planning and money management. Over the past decade, many investors have attended his seminars in Louisiana. Brian prides himself on successfully providing superior service to his clients, which include affluent individuals and families, business owners, executives, professionals and retirees. As an Investment Advisor Representative (IAR), Brian is dedicated to staying current in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence and greater confidence in their retirement savings strategies.