Leave a Legacy

Bryan Anderson Annuity Straight Talk: Finding the best fixed annuity

Annuity Straight Talk's Bryan Anderson discusses his methods of selecting the best annuity  (MYGA).  There are a ton of annuity varieties out there and it can get confusing.  This video will help you discover how to evaluate your options and avoid making a mistake with your retirement . https://www.youtube.com/watch?v=okwK8aIET6c&t=128s

Brian Swerdlow: Should you consider “infinite banking?”

by Brian Swerdlow   In the ever-evolving world of personal finance and wealth building and amid fears of market turmoil, many people seek safer ways to grow their wealth while avoiding as much risk as possible. For this reason, the idea of using specially modified whole life insurance as a money enhancement tool has gained [...]

Katie Benson: What happens to your Social Security benefits after you die?

"When you pass away, do your Social Security checks go away too?" If you're like most people, you're dreaming of the day when you'll no longer have to spend hours sipping lukewarm coffee during horrific commutes, when you can finally kiss your job (and maybe your boss) goodbye and enter your golden years. If so, [...]

Katie Benson: For women, retirement can be an uphill battle.

With an estimated 70 million retirees expected by the end of 2030, the challenges and disparities in retirement savings and financial advice have become increasingly evident. Women, in particular, face unique retirement challenges, often lagging in savings and encountering obstacles in accessing quality financial advice. Several external factors contribute to the retirement disparities faced by [...]

What to do if you have a 401(k) or IRA and want to leave a legacy

By Teresa Kuhn, JD, RFC, CSA Living Wealthy Financial If you're like many Americans, you have money in your 401(k) or IRA plan.  That’s a good thing, especially if your employer matches all or part of your contribution.  Qualified plans and Social Security form the foundation of many retirement strategies. If you have children or [...]

By |2023-10-16T22:08:43+00:00October 16th, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement, Taxes|

Want financial freedom? Start by eliminating as much debt as possible.

Renee Chamberlain helps her clients eliminate the debt that is dragging them down and making it impossible to save for retirement.  After you watch this short video and are thinking about it later, make an appointment with Renee by going here: https://renee-chamberlain.debtactionplan.com/intro https://www.youtube.com/watch?v=56_f2iQd1vY&t=18s

Jerry Yu: How to use RMDs to enhance your retirement income.

Jerry Yu "The Family Money Doctor". In this short video, Jerry looks at the dreaded "required minimum distribution" or RMD to see how this required withdrawal might be used to help retirees increase their income once they stop working. Discover more from Jerry Yu: https://www.youtube.com/watch?v=GTfRCTAo6x0

Andrew Winnett: Setting a higher bar for strategic retirement planning.

I had a chance to sit down with Andrew Winnett, founder and Principal of Retirement Renegade (formerly Legacy Builders Financial) to discuss why he decided to change directions and take his full service financial firm nationwide.  If you are a retiree looking for a firm you can trust and who will always act in your [...]

Katie Benson: Using annuities to craft a more balanced retirement

Annuities are an often misunderstood but highly beneficial tool for retirement planning- Katie Benson by Katie Benson Although individuals and businesses have used them for centuries, annuities have gotten a bad rap recently. This tarnished reputation has likely arisen because of how annuities are marketed and sold by overzealous agents. Yet, when a company creates [...]

Katie Benson: How to create a more “artful” retirement

Authored By Katie Benson, Let's Talk About Annuities Looking around, you can easily see that design is an inherent feature of the universe, often concealed until our awareness unveils its presence. Design is resident in the grandest entities we encounter and also in the minutest details of our world. It manifests in bottomless ocean canyons [...]

Daniel Stewart: Why you should add passive income to your retirement plan.

You should consider turbo-charging your retirement by creating passive income sources.-Daniel Stewart By Daniel Stewart Retirement is the culmination of a lifelong journey when individuals can finally step back and enjoy a break from the grind. However, many soon-to-be and recent retirees find that finances remain an issue, even though they thought they'd saved enough. [...]

Christine Luken: Dave Ramsey is WRONG!

Authored By Christine Luken, Founder,Financial Dignity® Dave Ramsey’s been a prominent voice in the personal finance space for over 20 years. Much of his advice is solid. But particular pieces of Dave’s advice can be damaging to your long-term financial well-being and enjoyment of life. I Googled “Dave Ramsey is wrong” and guess how many results [...]

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