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Wolfgang Financial and Insurance Agency LLC   www.wolfgangfinancialgroup.com  DALBAR’s 22nd Annual Quantitative Analysis of Investor Behavior Below are are a few bullet points from Dalbar's 22nd annual quantitative analysis of  investor behavior: 1. READ MORE >>

Wolfgang's Wisdom: Your Guide To Annuities And Social Security Understanding Annuities Annuities are contracts with insurance companies to protect your assets and/or provide a guaranteed source of income. There are four types: Fixed- The annuity's value accumulates at a constant rate. READ MORE >>

 Wolfgang Financial and Insurance Agency LLC What’s the number one fear of retirees? With Science and Technology improving, people are living longer than ever before. This is just one reason we are afraid of outliving our money. Income planning for retirement is not as simple as it once was. READ MORE >>

Understanding Annuities Annuities are contracts with insurance companies to protect your assets and/or provide a guaranteed source of income. There are four types: Fixed- The annuity's value accumulates at a constant rate. Indexed- The value of your annuity is linked to an index but is protected from market fluctuations. READ MORE >>

See below image The Power of Annual Reset for Annuities.For a FREE update on Annuity rates please contact Wolfgang Financial and Insurance Agency LLC (951) 375-4598 READ MORE >>

10 Common Estate Planning Mistakes 1.       Procrastination.  Simply failing to get around to it.   2.       Believing that estate planning is only for the wealthy. READ MORE >>

WHY LIFE INSURANCE SHOULD BE USED IN YOUR FINANCIAL PORTFOLIO! Life insurance is the most overlooked but also one of the most efficient solutions for retirement income planning. Many people don't realize the history of our income tax. After looking over the picture below, do you feel taxes are going up in the future or down? READ MORE >>

WHY LIFE INSURANCE SHOULD BE USED IN YOUR FINANCIAL PORTFOLIO! Life insurance is the most overlooked but also one of the most efficient solutions for retirement income planning. Many people don't realize the history of our income tax. After looking over the picture below, do you feel taxes are going up in the future or down? READ MORE >>

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wolfgang Financial and Insurance Agency LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency LLC. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Neither Wolfgang Financial and Insurance Agency LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC, Wolfgang Financial and Insurance Agency LLC and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Wolfgang Financial and Insurance Agency LLC. Unauthorized use of the material is prohibited.

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