Thomas Sweet

Hartford, Wisconsin

[email protected]

+12624906519

Areas of expertise: Annuities, IUL for Business Owners, Medicare, Social Security Benefits, Taxes

About Thomas Sweet

30 + years as a Financial Planner. Securities (Series 1,7, and 65) and Insurance Licensed. Retirement Planning including the actual planning of where your income will come from as well as a discussion of products to get you there. The market has been volatile since Covid broke out and many people are not comfortable with this. If you are retired we will look at your total income and tax situation. If you are still working we have some more time to plan.

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Published Content and Articles Featuring Thomas Sweet

Articles By Thomas Sweet

4 Reasons Fixed Index Annuities Might Be Better for You Than Traditional Savings Accounts

Key Takeaways Fixed index annuities offer protection against market downturns while still providing growth potential tied to market indices.Unlike traditional...

Maximizing Retirement Income: Exploring Fixed Annuities

Key Takeaways: Fixed annuities offer a secure and reliable income stream, making them a valuable tool for retirees seeking financial...

Understanding Fixed vs. Variable Annuities: Which is Right for You?

Understanding Fixed vs. Variable Annuities: Which is Right for You? Key Takeaways: Fixed annuities offer stable and predictable income, making...

Organizations Face Difficulties in Promoting and Hiring Due to Rise in Retirement Delays

Four in ten older American employees say they are delaying retirement due to rising living expenses. Currently, those delaying retirement...

Indexed Universal Life Insurance Shoppers Guide

There are numerous life insurance coverage varieties, each with its advantages and disadvantages. Indexed universal life insurance (IUL) is one...

Taxation: What You Should Know About Your Retirement Income

It is essential for you as a retiree to know whether or not your retirement income will be subject to...

FERS & CSRS on COLA 2023 adjustment: is there an increase for federal & civil retirement?

(a lot of times, the titles are not great and need lowercase and uppercase adjustments, as well as articles added...

Employers – OneBridge Benefits

Companies in New York state are well aware of the escalating costs of health care. Providing health insurance to employees...

4 Steps to Take as Your Savings Progress from $10K to $20K and Beyond

After reaching the recommended emergency fund threshold of three to six months' worth of living expenses, what are the steps...