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Do You Need a Will or Trust? Or Both

When it comes to estate planning most of us are at least familiar with the terms “will” and “trust.” However, it’s important to understand how they work. One difference is that a will goes into effect after death while a trust can be used to distribute property before or after death. WILLS A will is a legal arrangement that has several important functions and usually requires at least one witness. (State requirements vary, for instance, two witnesses are required in…

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Meet Jeff Vogan of Premier Retirement and Wealth Management

Meet Jeff P. Vogan, RFC, CEP, IAR with Horter Investment Management, LLC, owner and president of Premiere Retirement Planning and Wealth Management, a financial firm serving Arizonans including many Raytheon employees and retirees since 1994. Premiere’s Tucson Office is located at 1751 E Skyline Dr. Ste. 101 Jeff’s mission is to help his clientele prepare for retirement through intelligent wealth accumulation strategies, and then guide them through the transition into their new retirement lifestyle. Once retired, and perhaps most importantly,…

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Is “Buy and Hold” Still A Valid Retirement Planning Strategy?

Simply put, a buy and hold strategy is a passive investment strategy emphasizing long term growth over short term thinking or market timing. An investor who employs a buy-and-hold strategy actively selects stocks, but once in a position, is not concerned with shortterm price movements and technical indicators. This idea generally makes sense for the younger investor who is accumulating assets for retirement but doesn’t plan on spending them anytime soon. Younger investors usually have more time to make up…

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Smart Money Questions for Your Retirement

Q: What are the biggest issues facing your clients today? A: I would say the most frequent concern for most of my clients is “Will I run out of money in retirement?” Sometimes understanding how to navigate the uncertainties and risks of a new lifestyle can be difficult. Retirement, instead of working for a living and a regular paycheck, is a whole new mind set. The first rule of thumb is to figure out what a realistic lifestyle and budget…

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Top 3 Reasons to Choose an Annuity

Top 3 Reasons to Choose an Annuity What is an Annuity? An annuity is an insurance product that is used as an investment strategy by allowing the insurance company to use your money as they grow these funds. When the annuity is “annuitized”, the funds are paid back to the individual as income for a period of time, or for life. Annuities can be categorized as either Fixed, or Variable. A Fixed Annuity contains a growth guarantee that allows you…

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Using Annuities to Retire with Confidence

Using Annuities to Retire with Confidence Retiring is often fantasized as a time to relax, travel, and spend time with loved ones. It is a special time to reap the benefits of the money you have worked hard to accumulate after decades of saving and sacrificing. However, more and more Americans are discovering that it can be an uncertain, and worrisome time in their lives. Currently, 1 out of 3 Americans fail to plan sufficiently for retirement, and find themselves…

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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
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