by Teresa Kuhn Living Wealthy Financial High-net-worth individuals and affluent families looking for alternative investment opportunities often consider private placement life insurance (PPLI). This unique financial tool offers an effective way to invest large sums of cash while also receiving powerful tax advantages and asset protection. A PPLI policy is a highly specialized and [...]
by Rick Sparkman Pathfinders Wealth Created by President George W. Bush in 2006, "donor-advised funds," or DAFs, are a $230 billion industry that’s gone largely unnoticed by most Americans. The idea behind DAFs was to increase philanthropic giving by offering the wealthy better tax benefits to encourage them to support more charitable giving. As [...]
Investor and Youtube influencer Michael Bordenaro takes a look at the giant canary in the coalmine- debt delinquencies. https://www.youtube.com/watch?v=orDLHU_I-C0&t=10s
We're being told by those supposedly in charge that the economy is on an upswing, that everything is OK. But is this truly the case? Dan from the massively popular "IAllegedly" channel explains that millions of ordinary people are surviving by living on credit cards, creating a precarious economic situation. https://www.youtube.com/watch?v=9GaXc788l1Q
by Brian Swerdlow Anchor Financial Greater numbers of hospitals are closing across the United States, especially in rural areas. With all that’s going on in the world right now, you may have missed a quiet but growing crisis that’s affecting seniors, especially those living outside large cities. For the last several years, a [...]
by Brian Swerdlow Two popular choices for retirement savings are annuities and mutual funds. While both annuities and mutual funds serve as retirement savings vehicles, they differ significantly in their features and benefits. However, both can contribute to your financial security and retirement advantage, and both are worth looking into. It pays to understand how each works and the [...]
by Brian Swerdlow 2024 is now well underway, with the landscape of personal finance poised for significant shifts. These changes, driven by a confluence of economic, technological, and regulatory factors, will change the way you earn, invest, save, and spend money. Here are just a few of the critical financial trends to watch out for [...]
Worried that your #annuity will suffer if interest rates TANK? Annuity Straight Talk's Bryan Anderson discusses the potential of rate drops/hikes/increasing inflation. https://www.youtube.com/watch?v=0QZkx6QbgSA&t=1s #inflation #indexedannuities, #annuities, #annuity, #ratehikes, #interest-rates, #will-interest-rates-tank, #stockmarket
Created By The Macro Butler Via Zerohedge.com by The Macro Butler via ZeroHedge Contributed by Sean Sparkman, Pathfinders Wealth The key takeaways from the FED's SEP are that it raised expected real GDP growth to +2.1%, lowered expected unemployment rate to 4.0%, kept expected PCE inflation at 2.4%, and raised expected core PCE inflation to [...]
For some seniors, a multi-year guaranteed annuity could be the key to unlocking financial stability.-Brian Swerdlow. By Brian Swerdlow In a world where economic uncertainty reigns, many people are looking for safety and stability. For this reason, annuities, especially multi-year guaranteed annuities, have become increasingly popular. What is a MYGA? A type of fixed deferred [...]
Annuities are financial tools designed to provide steady income during retirement, but not all annuities are created equal. One key feature that sets some apart from others is the availability of income riders. Brian Swerdlow by Brian Swerdlow Anchor Financial An income rider is an enhancement that you can purchase and attach to many types [...]
By Mike Patel As the global economic climate shifts, balancing your retirement portfolio becomes more critical than ever. During times of volatility and recession, investors must be prudent and informed when making any money decisions. Such vigilance is even more necessary if you are within a few years of retirement. Fortunately, you are not without [...]
