Protect your wealth

Brian Swerdlow: How will SECURE 2.0 affect federal employees’ retirement plans?

By Brian Swerdlow Signed into law in late 2022, the Setting, Every Community Up for Retirement Enhancement (SECURE) 2.0 Act contains dozens of new provisions pertaining to retirement. These changes will likely impact how Federal employees save and withdraw funds from their retirement accounts. Building on the original SECURE Act of 2019, which altered the [...]

By |2023-08-22T17:38:10+00:00February 13th, 2023|Federal Employees, Money News, Protect your wealth|

Ugliness Awaits Many Boomers Nearing Retirement-Bruce Wilds

Authored By Bruce Wilds, Advancing Time Saturday, February 11, 2023 Ugliness Awaits Many Boomers Nearing Retirement   Ugliness awaits most boomers nearing retirement, not only have they been lied to, but they also have to deal with rigged markets, corruption, and incompetent advisors. Boomers make up the second-largest generation in American history, it consists of over 72 [...]

By |2023-02-13T00:07:44+00:00February 13th, 2023|Investing, Protect your wealth, Retirement|

Chat GPT: A beginner’s guide and tutorial…

You may be hearing a lot lately about ChatGPT.  While it might turn out to be a nifty productivity tool, it's not quite ready for use by the Robot Overlords.  Still, as a consumer or financial advisor, you'll need at least a basic knowledge of this emerging technology.   I found a great introduction to Chat [...]

By |2023-02-13T00:07:58+00:00February 11th, 2023|Money News, Retirement, Watch and Listen|

5 Reasons A Robo-Advisor May Not Be Right For You

Robo-advisors have grown in popularity, but are they right for everyone?   By Daniel Stewart Introduced in 2008 and using automated algorithms devised by financial professionals, robo-advisors provide financial planning without human intervention. These automated financial advisors advise clients using data collected via online surveys. They then design investment plans based on the data for [...]

By |2023-02-09T16:46:47+00:00February 9th, 2023|Federal Employees, Investing, Protect your wealth, Retirement|

Do you really NEED an annuity? What do you want it to contractually DO? Stan the Annuity Man spills it.

Be sure to check out Stan the Annuity Man's https://www.youtube.com/@StanTheAnnuityMan https://www.youtube.com/watch?v=3nRjT3N_LKA&t=211s

By |2023-02-13T00:08:22+00:00February 3rd, 2023|Investing, Money News, Retirement, Watch and Listen|

What is an HSA, and how can pre-retirees and younger workers profit by having one?

"The economy is more than a little unpredictable right now. It makes sense to discover as many ways to save money and avoid paying unnecessary tax as possible." by Debra May As inflation continues to eat into Americans' savings and retirement accounts and a recession is all but guaranteed, many working people are experiencing financial [...]

By |2023-02-28T05:18:44+00:00February 2nd, 2023|Protect your wealth, Retirement, Watch and Listen|

Stan the Annuity Man: Video: 3 Years in or 3 Years Out.

https://www.youtube.com/watch?v=pSNEIebRS_E Interested in discovering more about annuities and how they work?  Go to Stan's awesome YouTube channel and check out the videos.  No one tells the truth about annuities like The Annuity Man.   https://www.youtube.com/@StanTheAnnuityMan

By |2023-01-26T00:41:39+00:00January 26th, 2023|Protect your wealth, Watch and Listen|

“Stan the Annuity Man” 6 Benefits of a QLAC

Authored By Stan the Annuity Man. A Qualified Longevity Annuity Contract (QLAC) can be a valuable tool for retirees looking to secure their financial future. These annuities offer a unique set of benefits that can help ensure a stable retirement income. This blog post will discuss the key benefits of a QLAC and how it [...]

By |2023-02-13T00:08:41+00:00January 26th, 2023|Money News, Protect your wealth, Retirement|

How to protect assets from market downturns: Jerry Yu “The Family Money Doctor”

Jerry Yu is Southern California's most trusted advisor, with years of experience helping ordinary Americans harness the strategies of the wealthy to grow and protect wealth. Find out now how to get a free copy of Jerry Yu's latest book, "Fortify Your Financial Kingdom." Click this link to discover more. Get a free hard copy [...]

By |2023-01-24T21:29:16+00:00January 20th, 2023|Retirement, Watch and Listen|

Jerry Yu: How to fill in your retirement income gaps…

https://www.youtube.com/watch?v=9gqivamt4HM&t=107s In this video, Southern California's "Family Money Doctor," Jerry Yu talks about the inevitable gaps most Americans will have in their retirement incomes.. and what you can do to bridge those gaps. Reserve your free copy of Jerry's latest book, Fortify Your Financial Kingdom (USA residents only) by going here: https://jerryyu.retirevo.com/content/.... Read more articles [...]

By |2023-06-03T18:23:06+00:00January 20th, 2023|For Agents, Money News, Retirement|

Is There A Way To Stop Inflation Without Crushing The Economy And Killing The Dollar?

Authored by Brandon Smith Alt-Market. US By Brandon Smith One of the most dishonest games being played in economics today is the attempt by various groups (political and financial) to deflect blame for the rise of inflation. The Biden White House and Democrats desperately want to blame Russia and the war in Ukraine, even though [...]

By |2023-02-25T01:21:27+00:00January 16th, 2023|Money News, Protect your wealth|

Can having an annuity help protect your wealth from the effects of cognitive decline?

By Daniel Stewart As we age, it's common to experience some decline in cognitive ability. This unfortunate situation is caused by several factors, ranging from lifestyle choices to genetics to diseases such as Alzheimer's and other types of dementia.  Unfortunately, the consequences of diminished mental acuity in seniors are disturbingly negative. Whether we like to [...]

By |2023-01-15T16:51:04+00:00January 15th, 2023|Protect your wealth, Retirement|
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