Skip to content

We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

Somerset Wealth Strategies Logo
Menu
  • Financial Services
  • Our Team
  • In The Press
  • Somerset Charitable
  • Client Login
  • Get Started
Menu
×
  • Financial Services
  • Our Team
  • In The Press
  • Somerset Charitable
  • Client Login
  • Get Started
bbb-2

Articles Contributed

Help Your Clients Know Their Stuff and Shop Carefully for an Annuity

By webteam | July 5, 2018 | 0

Somerset’s Executive Vice President, Scott Sadar, explains how to carefully shop for an annuity in this California Broker Magazine article.

Read More

Annuity Sales Are Soft

By webteam | July 5, 2018 | 0

Somerset’s President, Andrew Murdoch, offers his take on the negative annuity sales trend.

Read More

Make Long-Term-Care Coverage Affordable

By webteam | July 5, 2018 | 0

Somerset Executive Vice President Scott Sadar contributes to this article regarding long term care and how to pay for it.

Read More

How This New Annuity Can Minimize Your RMDs in Retirement

By webteam | July 5, 2018 | 0

Somerset’s President Andrew Murdoch contributes to this discussion on how to invest retirement account money in a deferred-income annuity.

Read More

A Question of Premium: Is Life Insurance a Sound Investment?

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch characterizes life insurance as “more a peace of mind play than a growth play” in this article.

Read More

New Ways to Pay for Long-Term Health Care

By webteam | July 5, 2018 | 0

This MarketWatch article includes insight from Somerset President, Andrew Murdoch.

Read More

8 Annuity Tips: How to Buy Them

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch offers his input throughout this must-read list of annuity buying tips.

Read More

Want to Move When You Retire? Start Planning Now

By webteam | July 5, 2018 | 0

Read Elizabeth O’Brien’s article on moving upon retirement and find input from Somerset’s President, Andrew Murdoch.

Read More

Professional Boomers Are Not Immune to the U.S. Savings Crisis and Millennials are Falling Behind

By webteam | July 5, 2018 | 0

President Andrew Murdoch quoted on Maintstreet.com.

Read More
« Newer Posts

Recent Posts

  • 4 Ways Marriage Makes Your Social Security Bigger
  • Retirement Planning for Singles: 5 Tips for Flying Solo
  • 7 Tips to Find Effective Investment Mentoring
  • 7 Tips About Required Minimum Distributions for Baby Boomers Turning 70
  • Use Income From Your Sideline Business to Grow Retirement Savings Quickly

Recent Comments

    Archives

    • July 2018

    Categories

    • Articles
    • Articles Contributed
    • Radio

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org
    Somerset Wealth Strategies Logo

    Contact Us

    Phone: 503-595-1333
    (Domestic & Canada) 800-813-4000
    (International) 503-595-1333
    Fax: 503-595-3014

    Our Location

    4600 S. Kelly Avenue
    Portland, OR 97239
    Get Directions

    Check Us Out

    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 offered through Somerset Securities, Inc., member FINRA / SIPC. A broker-dealer may only conduct business in states in which they are registered. Somerset Securities, Inc., is registered as a broker-dealer in 48 states.

    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.

    Privacy Policy | Terms of Use

    Call Now Button