Should I Pay For A Guaranteed Lifetime Income Rider?
Should I Pay For A Guaranteed Lifetime Income Rider? Have you ever bought something and you didn’t understand how it worked? No, why would I buy something I didn’t understand?? WELL– Do [...]
Estate Planning Made Simple: Join Our Free Workshop!
Are you still putting off estate planning? If so, you’re not alone!
Long-Term Healthcare- A Crisis In America?
Long-term Healthcare- A crisis in America? Let’s face it, you’re getting older. There’s no way around it and no way to avoid it. The time to start planning is now! Long-term Healthcare is on the [...]
Tips On Investing An Inheritance Or A Lump Sum of Money
Tips On Investing An Inheritance Or A Lump Sum of Money Have you recently had a death in your family where you have become an heir to a sum of money? Are you unsure where or how to invest it. [...]
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Stocks, Bonds, Variable Annuity, or Bank Cd- How Should I Diversify My Savings?
Stocks, Bonds, Variable Annuity, or Bank Cd- How Should I Diversify My Savings? It’s been said that having all of your money in one place can be a very risky strategy. Spreading your money [...]
Purchasing A Home Using Your Roth IRA
Purchasing A Home Using Your Roth IRA So you are thinking of buying a new house.. Congratulations! Now that you’ve decided to take this step, you have to ask yourself how you will pay for [...]
The Rule Of Thumb For Retirement Income
The Rule Of Thumb For Retirement Income Ah, Retirement. Such a big milestone that all of us look forward to reaching one day. When most people think about their future retirement, it probably [...]
How To Gain Financial Independence
Let Financial Independence Ring! This year we celebrated the 242nd anniversary of America’s independence from England with fireworks, BBQs, swimming, parades, flags and other ceremonies. [...]
Don’t have enough assets for an estate plan? Think Again!
Don’t have enough assets for an estate plan? Think Again! The cost of NOT having an estate plan may outweigh the costs of making an estate plan. Without a plan your estate will go thru the [...]
Maximize 401(k) Contributions
Maximize 401(k) Contributions Their are many ways you can maximize 401(k) contributions. A 401(k) Retirement plan is a great way to invest tax- free dollars. Their are limitations on when you [...]
