Annuity or no annuity? Why adding annuities to senior portfolios is sometimes controversial- Lawrence Castillo

"Annuities remain popular vehicles for pre-retirees and retirees seeking guaranteed income throughout the course of their retirements. Yet, the way annuities are marketed often creates confusion and misunderstanding." By Lawrence Castillo I'll be the first to concede that effectively saving for retirement is a tricky proposition for many of us. Even when you are diligent [...]

By |2022-12-04T02:51:31+00:00December 4th, 2022|Investing, Leave a legacy, Protect your wealth, Retirement|

Jim Fish: Feds-Avoid TSP mistakes that could come back to haunt you!

By Jim Fish "Jack O'Lantern" of All Trades, Wizard of Federal Benefits   I'll admit that death is not one of my favorite topics of conversation.  But since I work in insurance and am writing this so close to Halloween, I can't help thinking about death from time to time even though Halloween treats death [...]

By |2022-10-23T17:43:40+00:00October 22nd, 2022|Federal employees, Investing, Leave a legacy, Retirement|

Paul Hubbard: MYGAs: Turning your savings into income

MYGA's can help turn your savings into income in retirement. by Paul Hubbard III Like most retirees, you may realize you need a way to transform your savings into income you can use when you no longer work. You've also probably heard a lot of misinformation and negativity about the best vehicles to accomplish that [...]

By |2022-10-26T00:30:48+00:00October 22nd, 2022|Investing, Protect your wealth, Retirement|

Jerry Yu: What to do when asset bubbles are bursting

Authored By Jerry Yu, Reign Financial and Insurance Services If you were one of those fortunate enough to learn at least a smattering of economics in high school, you might recall hearing about the disturbing things known as "asset bubbles." Before discussing asset bubbles, we should first define the word "asset," which isn't as easy [...]

By |2022-10-23T17:44:14+00:00October 21st, 2022|Investing, Leave a legacy, Retirement|

Eric Coons: All that glitters might help protect your wealth.

"Silver and gold, silver and gold. Everyone wishes for silver and gold. How do you measure its worth?- Silver and Gold, sung by Burl Ives.   By Eric Coons My purpose for writing this is to encourage those concerned about the fate of the dollar and other global currencies to educate themselves more about precious [...]

By |2022-10-23T17:48:37+00:00October 8th, 2022|Investing, Leave a legacy, Protect your wealth, Retirement|

Safe Space Podcast: Investing in multifamily in an age of uncertainty

Jorge Abreau of Elevate Commercial Investment Group   Recently on the Safe Space Podcast, I sat down for a chat with commercial real estate investing thought leader and CEO of Elevate Commercial Investment Group, Jorge Abreu.  Jorge and I discussed some potential bumps for multifamily investors (especially beginners) and the bargains that may lie ahead [...]

By |2022-10-23T17:50:25+00:00October 2nd, 2022|Investing|

Eric Coons: What are indexes, and how can you invest in them?

A stock market index is an investing tool that tracks the performance of a group of stocks or assets, giving investors a quicker, more straightforward method of gauging the market or a market sector's overall health. Although many Americans believe stock market indexes are inventions of the modern information age, they've been around for over [...]

By |2022-10-02T14:24:21+00:00October 2nd, 2022|Investing|

Eric Coons: What is a “backdoor” Roth IRA and benfits from having one?

By Eric Coons   Roth IRAs arrived as a retirement savings option in 1998 to great critical acclaim. Financial professionals lauded the tax-deferred growth and tax-free earnings withdrawals of Roths. Another popular feature of these accounts was that they were not subject to required minimum distributions (RMDs.) Initially, Roths weren't that widely available. There were [...]

By |2022-10-23T17:50:57+00:00October 2nd, 2022|Investing, Money News, Protect your wealth, Retirement|

Andrew Winnett: Don’t become complacent during times of abundance.

By Andrew Winnett If you went to Sunday school or church growing up, you've probably heard the Old Testament story of Joseph. Here's a quick refresher: A young man has a dream, interprets the dream as a message from God, takes action, is ridiculed and abused, and winds up as an enslaved person. Then, because [...]

By |2022-10-26T00:28:54+00:00September 30th, 2022|Investing, Leave a legacy, Retirement|

Teresa Kuhn asks, “Do you know the power of “personal financial engineering?”

by Teresa Kuhn, JD, RFC, CSA *Teresa's latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall.   When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual Asset Strategy or DAS." A dual asset strategy [...]

By |2022-09-28T13:29:23+00:00September 25th, 2022|Investing, Protect your wealth|
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