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Select one or more of the Seminars On Call™ Interactive Videos and in less than 5 minutes you’ll learn important information you should know relative to each topic.
Just want to thank you for doing the work you do for others. It’s people like you who restore and reinforce faith in humanity. All of your people LOVE you! I hope it’s evident to you as well. Now I try to never let anyone down and make the lives of people I work with better. All your clients love and trust you and I think that is because you are a remarkable person.
As a former stockbroker and recent retiree, I knew I did not have the appropriate financial skills to help my clients or myself in the critical time frame of approaching retirement. No longer did I have the luxury of time to weather the ups and downs of the stock market with mutual funds, stocks and ETF’s. I needed a safe approach where my principle was protected, but where I could still earn a reasonable return and also address important issues such as long-term care as part of my overall financial program. My spouse and I have attended numerous financial seminars which usually present “a bits and pieces” or single product strategy. However none had the depth and comprehensive plan that Jamie and Nancy Blumenthal, with Retirement Strategies and Solutions (RSS), presented at their seminar. Jamie’s seminars are always interesting and informative, but I personally feel his greatest strength is working individually with his clients to customize their own financial plan. We now have a good portion of our retirement assets protected, have a specific plan to maximize our Social Security and to minimize our taxes. Jamie, and his team at RSS, adds tremendous value to your retirement planning. I would definitely recommend Jamie, as I have to a number of our friends.
Greg & Jean W.
I have been a client since 2010 and am very pleased with the return on my investment. Jamie and Nancy Blumenthal are very professional and quickly answer any questions I have. I don’t hesitate to recommend them.
I would like to point out a great benefit doing business with Jamie Blumenthal. He is always available whenever you need to reach him after the contract is signed. He will meet with you at his office or the most convenient place to answer any question you may have. He is always there for you and will not abandon you like other advisers. That’s the great quality Jamie and Nancy of Retirement Strategy & Solutions have that won us over.
Mr. Victor R. Carbo Sr.
I have known Jamie Blumenthal for over 40 years and he has always been a hard working professional in his field of expertise. He takes care of his clients like they were his own family and always extremely responsive.
While our entire association has been with Jamie Blumenthal, we had an opportunity to meet Nancy Blumenthal and found, unsurprisingly, she is a bright, lovely, and very friendly lady. Jamie, from the first time we sat down with him and discussed our financial matters, has demonstrated extreme knowledge of our retirement/investment/financially secure concerns. He has given us investment and financial guidance with obvious great knowledge of our needs….and most importantly….in a way we could understand. There has never been a time when my calls or questions to him went unanswered. I could not ask for more of a financial adviser than what Jamie Blumenthal provides.
Select one or more of the Complimentary Ebooks where we address common myths surrounding each topic and then “debunk” them with correct information.
Too many people spend money they haven’t earned, to buy things they don’t want, to impress people they don’t like.
I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.
Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty-pound ought and six, result misery.
I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.
Wealth after all is a relative thing since he that has little and wants less is richer than he that has much and wants more.
Charles Caleb Colton
You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.
When your outflow exceeds your income, then your upkeep becomes your downfall.
My formula for success is rise early, work late and strike oil.
If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.
Wealth is like seawater; the more we drink, the thirstier we become; and the same is true of fame.
Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.
We make a living by what we get, but we make a life by what we give.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.
William A. Ward
If plan A fails, remember there are 25 more letters.
I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy.
Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.
Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.
Johann Wolfgang von Goethe
No wealth can ever make a bad man at peace with himself.
Wealth consists not in having great possessions, but in having few wants.
Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt
It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.
If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.
Not everything that can be counted counts, and not everything that counts can be counted.
It is not the man who has too little, but the man who craves more, that is poor.
The real measure of your wealth is how much you’d be worth if you lost all your money.
He who loses money, loses much; He who loses a friend, loses much more; He who loses faith, loses all.
Money is a terrible master but an excellent servant.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
Every time you borrow money, you’re robbing your future self.
Nathan W. Morris
Rich people have small TVs and big libraries, and poor people have small libraries and big TVs.
My formula for success is rise early, work late and strike oil.
There is a gigantic difference between earning a great deal of money and being rich.
The quickest way to double your money is to fold it in half and put it back in your pocket.
All riches have their origin in mind. Wealth is in ideas – not money.
We make a living by what we get. We make a life by what we give.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Retirement Strategies & Solutions. 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 financial professional prior to implementation. Insurance products and services are offered through Retirement Strategies & Solutions. Retirement Strategies & Solutions and Jamie Blumenthal 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.