Part of my job is to make your dollars work harder for you. CD rates are at all-time lows and you may have money maturing from older CD’s into new ones with interest rates well below 1% or just sitting on the sidelines earning no interest at all. You don’t have to settle for these low interest rates or wait for rates to get better. There are additional options that may potentially offer better rates on a guaranteed basis and are tax deferred.
If you’re receiving less than 2.5% interest call me. We’ll discuss ways to potentially increase your interest and defer taxes.