According to a recent MIT AgeLab report, only 57% of those surveyed who are in their midlife years believe they’ll be able to retire. Here's how to start your retirement plans if you need to catch up.
关于我们
David Jamison, President of Phoenix Financial, has been a licensed insurance agent since 1993 and a registered representative since 1998. In 2005, he established his independent practice, Phoenix Financial, Incorporated, in Memphis, Tennessee. Phoenix Financial specializes in business, executive, and individual financial strategies, while providing financial products from numerous top-rated investment and risk management companies. Through Phoenix Financial, David provides guidance in 401k plans, financial strategies, mutual funds, pension plans, IRAs of all types, annuities, long term care insurance, life & disability insurance, voluntary employee benefit plans, estate planning, group health, dental, life & LTD plans, executive benefit planning, individual health plans, deferred compensation, and cafeteria plans. David Jamison is a registered representative offering securities through Lincoln Financial Securities, a broker/dealer (Member SIPC). David Jamison is licensed to sell securities in the following states: Tennessee, Arkansas, Florida, Georgia, Mississippi, Nebraska, New Mexico, North Carolina, Minnesota, and Ohio. Lincoln Financial Securities is not affiliated with Phoenix Financial, Inc. LFS-3958821-121221
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Memphis，TN
- 类型
- 私人持股
- 创立
- 2005
地点
-
主要
获取路线
871 Ridgeway Loop Road, Suite 101
US，TN，Memphis，38120
Phoenix Financial, Incorporated员工
动态
-
A groundbreaking new book, "The ABCs of Wealth Building" by Tanisha Adjokatcher, is shaping tomorrow’s financially savvy generation.
Meet The Author Who Is Introducing Financial Literacy To Kids
-
Saving for retirement is like time travel for your personal finances. When you save and invest money, you are sending money to your future self. And whenever you rack up credit card debt or take out flexibility for how to use my cash.3. CDs aren
3 Win-Win Money Deals for You and 'Future You'
-
Is lifestyle creep eating away at your savings?
Lifestyle Creep: Eroding Your Savings, One Raise at a Time - NerdWallet
nerdwallet.com
-
Don’t You Forget About Us: Gen X and the Future of Money
Gen X Insights: How They Make, Spend and Invest Money
thefinancialbrand.com
-
Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.
Congratulations on Your Retirement: Here's How to Find Your Joy
kiplinger.com
-
Credit card debt's at a record high. Many Americans expect to add more this holiday, which experts say can hurt you for years. Here's how to prevent it.
Christmas shopping hangover no more: Build a holiday budget to avoid credit card debt
usatoday.com
-
The answer is long-term planning, but if you, like so many other retirees and others approaching retirement, have planning gaps, here’s what you can do.
What’s the Key to a Secure Retirement?
kiplinger.com