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 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 [...]
Authored By Bryan Anderson, Annuity Straight Talk https://annuitystraighttalk.com/misinformation-on-annuity-org/
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 [...]
https://www.youtube.com/watch?v=-n4FNfMsY6M
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 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 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 [...]
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. [...]
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
https://www.youtube.com/watch?v=4KI364Np1cA
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 [...]
