Leave a Legacy

Brian Swerdlow: What insurance do you need to keep after retiring?

by Brian Swerdlow As you transition to retirement, you might find yourself living in a different house in another state or country. You could be engaged in hobbies you never had time to do when you were working or might decide to become an entrepreneur and build your own company. Once you stop working, you [...]

Have you thought about an annuity for estate planning?  Here’s how to choose the optimal product for your estate plan.

by Robert Messinger Regardless of your current financial situation, discovering more about the estate planning process is always a wise idea. After all, few of us leave this earth with nothing, and most want to ensure that our heirs, not the state, get our assets. One powerful but sometimes overlooked tool for estate planning is [...]

By |2023-08-07T16:15:02+00:00August 3rd, 2023|Leave a Legacy, Protect your wealth|

Teresa Kuhn: Would you rather be a “Vanderbilt” or a “Rockefeller”?

By Teresa Kuhn, JD, RFC Living Wealthy Financial Arguably the most well-known moneyed dynasties in American history were the Vanderbilts and the Rockefellers. Both families gained notoriety for the vast fortunes they amassed via shrewd business maneuvers, their philanthropic gestures, and of course for family drama and scandals. One of these families, however, was able [...]

By |2024-06-10T17:59:42+00:00July 25th, 2023|Investing, Leave a Legacy, Protect your wealth, Taxes|

Is “Buy Term and Invest the Difference” (BTID) a flawed strategy for most people?

By Brian Swerdlow Many people want to balance their need for life insurance with their need to save and grow their wealth as much as possible. In the 1970s, an insurance agent came up with what proved to be a popular but possibly flawed solution- "buy term and invest the difference." Buy term and invest [...]

Bryan Anderson: Straight Talk about variable annuities? Should you consider buying a variable annuity?

Used with the gracious permission of #annuity Straight Talk with Bryan J. Anderson, the nation's leading TRUTH TELLER when it comes to annuities. Before you buy an annuity, check out whay Bryan has to say. Get a free copy of Bryan's Annuity index here: https://annuitystraighttalk.com/index...   Montana-based retirement specialist, author, and podcast host Bryan J. [...]

Annuity StraightTalk: Do you need a SECOND OPINION before buying an annuity?

In this episode, AnnuityStraightTalk's  Bryan J. Anderson asks the question, "Should you always get a second opinion before you buy an annuity?" https://www.youtube.com/watch?v=ZmDxVQKEK4o #safemoney, #safemoneyradio, #insurancepodcasts, #moneypodcasts, #money #annuities, #annuity, #flexstrategy, #bryananderson, #bryanandersen, #annuityradioshows, #tonyowen https://annuitystraighttalk.com/ About the Author: Bryan J. Anderson

Daniel Stewart: Are you taking advantage of the tax benefits of permanent life insurance?

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 [...]

Teresa Kuhn: Nine ways to achieve financial security, preserve your wealth, and create a lasting legacy even when the economy is tanking.

  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 [...]

Daniel Stewart: Is there anything you can do to keep inflation from impacting your retirement income?

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 [...]

By |2023-08-12T20:37:35+00:00July 7th, 2023|Business Owners, Investing, Leave a Legacy, Retirement|

Ready to live longer? Make plans now!

"People desiring a long life must count the costs. There's a lot to think about when you want to live long and prosper." Jerry Yu, Reign Financial By Jerry Yu Reign Financial Living for as long as possible is an idea that appeals to many of us, especially as we begin thinking about retirement. Still, [...]

By |2023-08-16T18:14:41+00:00June 15th, 2023|Leave a Legacy, Lifestyle, Protect your wealth, Retirement|
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