Use math, science, and reason when planning your retirement First and foremost, I want to let you know that I would never try to sell you on anything. I have. . .
Last evening with a potential client during our discovery/proposal meeting, one of the most asked questions concerning the FIA (Fixed Indexed Annuity) “How Can They (the insurance company) Do That”. . .
The IRS restricts specific investment options for an IRA. These restrictions do not allow investment in collectibles, antiques, and other assets. Here is a list: If an IRA invests in. . .
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The Inverted Yield Curve of March 22, 2019, is YOUR FRIENDLY REMINDER to purchase your income guarantee sooner rather than later. Innuendo in today’s title notwithstanding, on Friday, March 22,. . .
“Plan as if you are going to live forever and live as if you were going to die tomorrow” Though not an original quote, Infinite Banking Concept ® founder R.. . .
Learn to Take Your Vitamins, Think Like a Tortoise and Comprehend the Real Meaning behind the Annuity (Part 1) We both know that there is an emotional bridge that exists. . .
Should you consider using a financial planning attorney. Often, a simple meeting with an attorney can make all the difference in the world when it comes to an orderly asset. . .
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