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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery


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Get a Second Opinion and a Cup of Coffee

Time is one thing in life you can’t afford to lose…and you'll never get back. You've worked hard to accumulate your wealth; you can’t afford to make a mistake with your investments. Come in for a complimentary one hour review and we'll help you understand if you are properly diversified, positioned for success, and if all of your costs are reasonable. Fees and overall costs can have a significant impact on your ultimate return on investment.

Invest just an hour of your time with us to see how we can help you maximize the return on your portfolio. Schedule a meeting and we'll be happy to give you a second opinion and a cup of coffee.

Structured Asset Management, Inc.

1205 Westlakes Drive, Suite 370
Berwyn, Pennsylvania
19312 United States

Phone: 610-648-0700    Fax: 610-648-0766


Latest Blog Posts

Aug 18, 2017 by Structured Asset Management, Inc.

The solution to retirement spending isn’t easy. There isn't one perfect solution for everyone. Three potential approaches include immediate annuities, a total income approach or a total returns approach. While each of these solutions have their pros and cons, we strongly favor the total returns approach in most situations. Here's a look at each of these and their pros and cons.

Immediate Annuity Approach: you turn your...

Aug 07, 2017 by Structured Asset Management, Inc.

Top Retirement Planning Mistakes

Here is a list of what I'd consider the top mistakes people make for their retirement planning:

  1. Not Having a Plan
  2. Bad Annuity Decisions – there’s a reason annuities are sold and not bought
  3. Failing to review investments - being too aggressive or too conservative
  4. Bad Social Security decisions - this should be just part of your plan, not an entire plan
  5. Overspending is a game...
Aug 04, 2017 by Structured Asset Management, Inc.

To follow up on my latest post regarding retirement and the importance of planning ahead, there are a number of things to consider. The biggest challenge is to create a lifelong paycheck, one that allows you to live the lifestyle you envision for yourself in retirement. To accomplish this, it should be structured so that it lasts your (or multiple) lifetime(s), is paid on a regular basis, takes inflation into account and is relatively stable. Each one of these factors could be a whole...

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