Leave a Legacy

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 [...]

Brian Swerdlow: Will you be audited when you retire? What can you do now to prepare?

By Brian Swerdlow As you enter your retirement years, enjoying travel, dinner dates with friends, and spending more time with family, you may think your chances of being audited by the IRS are low. After all, why would the IRS scrutinize tax returns filed when you no longer have a job? Generally speaking, that's a [...]

By |2023-09-13T16:42:32+00:00September 11th, 2023|Business Owners, Leave a Legacy, Protect your wealth, Retirement, Taxes|

Jerry Yu: What do you need to know about life insurance?

USA residents: For a limited time only, get a no-cost hard copy of Jerry's bestselling book, "Fortify Your Financial Kingdom." Go to the link below to find out more: https://jerryyu.retirevo.com/content/... Episode 4 of the Fortify Your Financial Kingdom podcast. In this 9 minute episode, Jerry Yu, "The Family Money Doctor©️" takes a look [...]

Jerry Yu: Fortify Your Financial Kingdom Podcast Episode 5: How to “lock in” your retirement

In this episode, The Family Money Doctor Jerry Yu unwraps different ways to ensure your financial blueprint stays on course, no matter what else is going on in the world. For a limited time only USA residents can get a free HARD COPY of Jerry's book, "Fortify Your Financial Kingdom."  Click on the link below [...]

Annuities are changing. Find out what you need to know with Annuities for Dummies Author Kerry Pechter

Annuities have changed over the years.  Annuity Straight Talk's Bryan Anderson explains why annuities may be a better choice than ever. https://www.youtube.com/watch?v=I3LALBOBfb0&t=5s #annuities, #annuitystraighttalk, #bryananderson, #bryan-anderson-annuities

Why leverage whole life insurance to finance real estate purchases?

by Daniel Stewart Individuals typically rely on traditional methods like bank loans or mortgages when purchasing high-ticket items, such as real estate, businesses, or automobiles. However, the rich have used a lesser-known financial tool for years to grow their wealth and accumulate more assets. This financing method is a powerful strategy that some call "infinite [...]

By |2023-08-26T22:40:09+00:00August 26th, 2023|Investing, Leave a Legacy, Money News, Real Estate|

Want to experience less stress in retirement? Ignore the rules and create lifetime financial growth.

By Teresa Kuhn, JD, RFC Living Wealthy Financial There are NO mulligans in retirement planning During my years working in finance, law, and insurance, nearly every piece of money advice (good and bad) has drifted across my desk. Everyone has an opinion about how to save money, retire comfortably, and achieve the somewhat elusive goal [...]

By |2023-08-28T17:57:41+00:00August 23rd, 2023|Leave a Legacy, Lifestyle, Money News, Protect your wealth, Retirement|

Jerry Yu:How does inflation impact your present and future wealth?

By Jerry Yu Reign Financial New findings from the Employee Benefits Research Institute (EBRI) indicate that seniors' confidence levels concerning their ability to live comfortable lives once they stop working have changed significantly in the past five years. EBRI's 2023 report indicates that only 18% of pre-retirees feel confident about their retirement savings. Among those [...]

By |2024-06-10T18:03:56+00:00August 22nd, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement|

Are you reading annuity “fake news?” Bryan Anderson calls out annuity misinformation.

Authored By Bryan Anderson, Annuity Straight Talk   https://annuitystraighttalk.com/misinformation-on-annuity-org/

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