Protect your wealth

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 [...]

Brian Swerdlow. Could adding dividend-paying stocks to your retirement portfolio make sense?

by Brian Swerdlow Retirement planning is a concern that can arise even though you may be years away from hitting the golden years. It's natural to think about how you'd like your retirement life to look and to seek ways to grow wealth while minimizing the risk of losing money. When clients ask for advice [...]

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. [...]

Teresa Kuhn: Should you add an annuity to your retirement plan?

By Teresa Kuhn While I firmly believe that a properly structured and optimized whole life policy is the cornerstone of effective financial planning, some people may benefit from another popular safe money product to their portfolio-the annuity. Baby boomers, Genxers, and Millenials are all nearing or in retirement. Unfortunately, many retirees and pre-retirees have had [...]

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

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