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Marc Chong

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
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Children and Retirement

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Marc Chong
 
 
 
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Testimonials and Referral Notes

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Patrick Chong, Retiree

Marc在帮我理清财务和做出明智决定方面真的是太有帮助了。他非常专业,随时都能提供建议,并且真的关心我的财务目标。

Alice Tan, Administrative Executive

I have known Marc for more than 8 years. We have worked together for couple of years then we became friends outside of work on a casual level. Now he is also my financial consultant as I known him as a responsible, trustworhtly person who will alway think of his client best interest.

Alvin Ler, Sales Manager

Marc is genuine in making a connection apart from focusing solely on business. He ensures that our meetings are comfortable and he is not pushy with his recommendations upon understanding my perspectives. Marc ensures that he listens before making any recommendations, and acts strongly on our best interests.

Husna, Operation Executive

Marc made the whole process of getting insurance so easy and stress-free. He took the time to explain everything and helped me find the best coverage for my needs. I would recommend Marc to anyone looking for a great insurance agent.

Tan Wei Lin, Engineer

I highly recommend Marc for his exceptional expertise and dedication in setting up my critical illness and financial plans. Marc's insightful guidance and thorough understanding of my needs ensured I got the best coverage tailored to my situation. His professionalism and genuine care made the entire process smooth and reassuring. I feel confident and secure knowing Marc is managing my insurance needs. Thank you, Marc, for your outstanding service!

Zack Khoo, Administrative Manager

Marc has been incredibly patient and helpful in managing my portfolio matters. Not only did he remind me to utilize my health checkup voucher, but he also ensured it didn't go to waste. Working with him has been a truly great and awesome experience.