by Brian Swerdlow Retirement planning is a concern that can arise even though you may be years away from hitting the golden years. It's natural to think about how you'd like your retirement life to look and to seek ways to grow wealth while minimizing the risk of losing money. When clients ask for advice [...]
By Teresa Kuhn While I firmly believe that a properly structured and optimized whole life policy is the cornerstone of effective financial planning, some people may benefit from another popular safe money product to their portfolio-the annuity. Baby boomers, Genxers, and Millenials are all nearing or in retirement. Unfortunately, many retirees and pre-retirees have had [...]
By Daniel Stewart Many people see their life insurance policies as financial safety nets and wealth transference vehicles for their loved ones. However, beyond the primary benefit of providing financial security to your family, your life insurance, especially whole life or indexed universal life, also offers powerful tax advantages that will help you achieve [...]
https://www.youtube.com/watch?v=7qFCaqoIxAI&t=8s
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Looking around at the economic turmoil we've experienced post-pandemic, it's easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite the chaos is an impossible [...]
Before the COVID-19 pandemic, many older Americans looked forward to retirement, eagerly anticipating when they could relax, spend more quality time with their families, travel, and discover new activities. However, without strategic retirement planning, there is a real possibility that erosive events, such as a prolonged stock market downturn, high inflation, and increased taxes, will [...]
https://www.youtube.com/watch?v=rKaEZ0dKYh4&t=1082s
"Many people understand life insurance is a "necessary expense" but often overlook the valuable role insurance plays in enhancing their financial security."- Brian Swerdlow. By Brian Swerdlow For many Americans, talking about life insurance is right up there with discussing our hernia surgery or listening to Aunt Mabel drone on about her hydrangeas. It's [...]
by Jerry Yu- Bestselling Author of "Fortify Your Financial Fortess" "A fiduciary retirement planner is committed to putting your best interests first in stead of only looking for higher commissions. Hiring a fiduciary could help you avoid purchasing products that don't fit your your unique situation." Jerry Yu Say you decided to go on a [...]
By Jerry Yu, author of “Fortifying Your Financial Kingdom” Multiple studies by retirement researchers show the primary concern of retiring Baby Boomers, and Gen-Xers is running out of money during retirement. Not having enough cash when you stop working is a rational concern, especially considering that demographers say by 2050, 25% of Americans will be [...]
By Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial 47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they'll need to maintain their comfortable lifestyles once they stop [...]
Authored By Ryan McMaken, Mises.Org Contributed by Jerry Yu It's a Good Thing for Ordinary Americans If the US Loses Reserve Currency Status 04/25/2023Ryan McMaken Earlier this month, Larry Kudlow insisted that it is "it's incumbent on the U.S. government, no matter who's in power, to maintain the reserve currency status of the dollar." Kudlow laments that [...]
