If people do not plan for retirement at an early age, their transition to retirement would be difficult. Saving for retirement can be challenging. Putting a portion from one type of income source is a good idea. However, those savings may not be enough for retirement. Therefore, you should find other ways to make money to achieve economic stability prior to retirement. If you are a smart investor, you could have a good income from investment. David Gertz suggest that smart investors should take retirement savings and plans into consideration when making an investment decision. Adding a brokerage account as a supplement to your savings account is a the best way to ensure financial security during retirement. Health savings accounts could be opened to use for covering medical expenses.
David Luther Gertz is the President of Nationwide Financial Distributors Inc. and Nationwide Financial Services in Columbus, Ohio. He became the President at Nationwide in March 2013. As of April 2013, Gertz was senior vice president at Nationwide Financial and sales at Nationwide Life Insurance. Gertz is among the top financial advisors is in the United States. He has more than three decades of experience in financial advising. Gertz started his first job at Skokie Federal Savings in July 1988. From February 1989 to November 1989, he worked for two companies in New York City: Mony Securities Corp. and The Mutual Life Insurance Company of New York. Gertz had two employers in Florida: Citicorp Investment Services and Financial Horizons Securities Corporation.
David Giertz participates in various community organization. He earned a B.S. from Milllikin University. As a graduate student at the University of Miami, Mr. Gertz completed his MBA. He holds WABC (Worldwide Association of Business Coaches)certification. Gertz is a broker registered with FINRA. He has passed four exams: Series 53, Series 24, Series 63, and Series 7. Gertz maintains active registration in 18 states.
Retirees should work with an advisor such as Gertz, so they work out a plan if they have they run out of pension funds or need to maximize their social security checks they would need for unexpected expenses.