Nicole Custred

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

I absolutely love that I work at a company that gives back to our military community! 🙌🏻 We often put together virtual seminars that provide fantastic information on how to prepare for your financial future. We have our next retirement series coming up and all are welcome to attend! Register below! 👍🏻 -Tuesday, May 21: Legacy planning @ 6:00pm pst -Thursday, May 23: Social Security and Medicare @ 6:00pm pst -Tuesday, June 4: Retirement Planning Strategies @ 6:00pm pst -Tuesday, June 11: Long-Term Care @ 6:00pm pst Click on the link to register for the event: 👉🏻https://bit.ly/3wOyVcq 👈🏻 First Command does not provide legal or tax advice, and this presentation does not contain any legal or tax advice. Should you require legal or tax advice specific to your situation, you should consult with an attorney or qualified tax advisor. The information provided to you herein is provided for informational purposes only, is not intended to be tax or legal advice, and should not be used for the purpose of avoiding tax-related penalties under the Internal Revenue Code.

Your 401(k) plan is a powerful tool for securing your financial future, and saving early can help ensure a comfortable retirement. Even small 401(k) contributions add up over time. Let's discuss how to maximize your 401(k) benefits.

Congratulations to Steve Hefter, Partner, of HLM Capital Management Group for being named a 2024 Forbes Top 250 Wealth Advisor. We are proud to have exceptional advisors like Steve with Wells Fargo Advisors Financial Network (FiNet) and are thrilled to see him receive this well-deserved recognition! 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions.

Geopolitical risks, market volatility, and the elections may have an impact on your investments. Read Wells Fargo Investment Institute's top portfolio ideas to help you prepare for the months ahead.

Is increased investment risk on the horizon? Check out the newest market perspective by Chief Investment Officer of Wealth Management, Daken Vanderburg, to learn more.

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Entering a new chapter, be it retirement or a career change, is exciting! But what about your 401(k) from your previous employer? We can explore some smart ways to manage it for a smooth transition and a potentially secure future. Let's navigate your options together!

Do you feel like you could be suffering from election anxiety? With the 2024 presidential election just around the corner, head to our blog for six ways to help you deal with election stress.

Annuities aren’t just for those about to retire; they can help your retirement plan at any stage in your life. Let’s talk through your long-term goals and see how an annuity can help.

Bankers Life financial professionals are experts at building bridges between generations and helping families have big-picture financial planning conversations. Check out our blog to learn about the importance of intergenerational financial conversations.