Woloshin Investment Management, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance.
All investments involve risk and unless otherwise stated, are not guaranteed. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation before implementing any investment strategy. Any annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Crediting methodologies can be complex and difficult to comprehend. You should make sure you understand the risks and rewards of any annuity before considering an investment.
Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
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Last week, Katie Woloshin celebrated women’s financial empowerment during “Women, Wine & Wisdom.” Women in or nearing retirement gathered to ask questions and discuss retirement strategies in a festive atmosphere in our Medford office. Katie covered topics that touched on financial strategies for women, making your money last by creating an income plan for retirement, and maximizing social security benefits.