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Archive for April 2023

The Conversation About Debt

By chaesare | April 21, 2023 | 0

Dana and Brad discuss tips to overcome debt in retirement as well as the effects of companies pivoting away from providing pensions.

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Social Security

By chaesare | April 21, 2023 | 0

Dana and Brad discuss IRA and Social Security payments.

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Retirement Planning Strategies

By chaesare | April 21, 2023 | 0

Dana and Brad discuss how to avoid being overwhelmed by taxes as well as how meeting with a retirement planner can benefit you.

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    vineyard
    • Financial Services
      • Retirement Income Planning
      • Investment & Wealth Management
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      • Long-Term Care
      • Major Life Events
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    Contact Us

    Phone: 812.474.6200
    Email: [email protected]

    Main Office

    20 NW 3rd Street, Suite 300
    Evansville, IN 47708
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    Office of Convenience

    10475 Crosspoint Blvd Suite 250
    Indianapolis, IN 46256
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

    Licensed to sell securities in the following states: FL, IL, IN, KY, NC, OH, TN & TX.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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