Financial concepts can be complex and difficult to understand. Our animated videos are designed to be simple to understand and provide some basic information around a few financial principles you should be aware of. Please contact us if you have any questions!
Decumulation Versus Accumulation
When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of earning and saving, you’ll be spending. The trick is, how do you spend without running out of money? Decumulation is a whole different way of thinking!
What is an FIA (Fixed Indexed Annuity)
An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about fixed indexed annuities with potential for market growth plus protection.
How Required Minimum Distributions (RMD) Work
Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions) which start at age 73. The money you have in traditional retirement accounts like 401(k)s will be taxed as ordinary income when you take it out.
Portfolio Diversification to Withstand Market Volatility
When you are young and just starting out in your career, waiting out market downturns and continuing to invest makes a lot of sense; you can benefit from dollar-cost-averaging. But if you’re getting close to retirement, market downturns can lead to a complete depletion of your funds if you don’t diversify properly.
What You Need to Know About Social Security
When and how you file for Social Security can make a big difference in the amount of retirement income you receive every month, as well as the cumulative benefit amount you will receive throughout your retirement. Here’s some basic information you need to know about Social Security before you file!
Digital Brochure
Intro to Digital Brochure – Helping You Protect Your Wealth & Your Livelihood, financial planning information, practical retirement tips and more! Bookmark our blog and check back often for new articles. And please contact us if you have any questions!
Blog, News and Information
Our blog is designed to keep you up-to-date with legislation changes, financial planning information, practical retirement tips and more! Bookmark our blog and check back often for new articles. And please contact us if you have any questions!
Pembroke Insurance Advisors
As part of the Pembroke family of financial service providers, Pembroke Insurance Advisors works to help protect all that you have worked so hard for in life. Using the latest product designs, we are independent advisors with access to hundreds of the latest insurance and risk management strategies, some of them patented with limited distribution.
We work primarily with creative entrepreneurs. Our goal is to help ensure that you and your livelihood are protected from potential adverse circumstances, and that you have a plan for both retirement and tax-advantaged wealth transfer in place for your loved ones and your business. Welcome to the Pembroke family, we’re glad you’re here.
Contact Us
Pembroke Insurance Advisors uses cloud-based technology to help our clients communicate with us anytime they want to from anywhere in the U.S. If you are not familiar with how online communication platforms work, never fear. We always help new clients who might not be tech-savvy to navigate the cloud-based world of finance.
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205 N Stephanie St, Ste D Box 268
Henderson, NV 89074
Fax: 503-966-7846
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