Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401(K) accounts or other qualified plans. It is not uncommon for these accounts to. . .
“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed. . .
As an advisor, I meet with single women quite often. Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained. . .
Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .
What did you say? You know how this goes. Markets decline, account values drop, clients get nervous, call you for advice, and now it is up to you to provide. . .
“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw. . .
“Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?” Del Fujinaka Income shocks. . .
According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this. . .
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