Protect your wealth

Economic Ninja: URGENT! You MUST diversify your bank accounts ahead of the liquidity crisis

https://www.youtube.com/watch?v=lUKuddQVfwM Hear the truth about the #economy, #realestatem #banking, #recession. Economic Ninja channel. https://www.youtube.com/@EconomicNinja #economic-ninja, #economy, #economyninja, #ninja, Economicninja, #realestateninja,

By |2023-08-29T22:07:58+00:00August 28th, 2023|Investing, Lifestyle, Money News, Protect your wealth, Real Estate|

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

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|

10 reasons you may want to take Social Security benefits before age 70

Authored By Roger Wohlmer, Think Advisor Contributed by Jerry Yu, Reign Financial 10 Reasons to Claim Social Security Before 70 One of the key retirement planning decisions your clients face is when to claim their Social Security benefits. Waiting until age 70 will result in the highest possible benefit, but this is not always the best [...]

By |2023-08-28T19:59:51+00:00August 22nd, 2023|For Agents, 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/

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 [...]

Seniors Told To Brace For Far Lower Social Security Payment Boost In 2024

Authored By Tom Ozimek,Epoch Times The 2024 cost-of-living adjustment (COLA) increase for Social Security recipients is likely to be a fraction of what it was in 2023 and a disappointment to many seniors, according to a nonpartisan seniors group, which found that some eight in 10 retirees report they're still reeling from inflation. The latest COLA [...]

By |2023-08-28T20:21:36+00:00August 12th, 2023|Money News, Retirement|

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 [...]

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