We are well into tax season, which means more and more individuals are beginning to think about their tax refunds and what they can do with them. The solution relates to how healthy the individual’s cash flow is. If you like the feeling of getting a “windfall” in the form of a tax refund, you might want to consider using that money to help plan for your retirement. New retirement savings options pop up all the time so it is a good idea to reach out and see what is being offered right now. If you know a check is coming, plan ahead on where to put it. Timing is everything. Using the right strategies could mean more money in the end when you need it most. Call us at: (504) 655-9933
We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.
“You Earn It. We Protect It.” We believe in Keeping Your Principal Protected*, Simplifying Your Strategy, and A Reasonable Rate of Return**
Messina’s Wealth Management, LLC MS Lic #1503388
Messina’s Wealth Management, LLC
LA Lic #717402
LA Ins Lic# 222159
MS Lic #7176300
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By contacting Messina’s Wealth Management, LLC MS Lic #1503388 / Messina’s Wealth Management, LLC LA Lic #717402 / Dominick Messina LA Ins Lic# 222159 /Dominick Messina MS Lic #7176300 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.