Protect your wealth

Paul Hubbard: MYGAs: Turning your savings into income

MYGA's can help turn your savings into income in retirement. by Paul Hubbard III Like most retirees, you may realize you need a way to transform your savings into income you can use when you no longer work. You've also probably heard a lot of misinformation and negativity about the best vehicles to accomplish that [...]

By |2023-05-04T23:08:35+00:00October 22nd, 2022|Investing, Protect your wealth, Retirement|

Jerry Yu: What to do when asset bubbles are bursting

Authored By Jerry Yu, Reign Financial and Insurance Services If you were one of those fortunate enough to learn at least a smattering of economics in high school, you might recall hearing about the disturbing things known as "asset bubbles." Before discussing asset bubbles, we should first define the word "asset," which isn't as easy [...]

By |2022-10-23T17:44:14+00:00October 21st, 2022|Investing, Leave a Legacy, Retirement|

Teresa Kuhn: What are BOLI and COLI?

What are BOLI and COLI and how can they help business owners?   "Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines." Teresa Kuhn.   Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com An alternative to mutual funds, corporate-owned life insurance [...]

By |2023-07-20T20:42:48+00:00October 20th, 2022|Investing, Leave a Legacy, Retirement, Taxes|

Chris Kirkpatrick: Why Robert Kiyosaki loves whole life insurance.

Created By Christoper Kirkpatrick, Life180 Like him or not, Robert Kiyosaki is an icon in the investment and wealth-creation sphere.  In this video, Chris Kirkpatrick talks about why Kiyosaki and other movers and shakers are high on whole life insurance.  Whether you are a consumer or agent, you'll appreciate Chris' fresh take on this sometimes [...]

By |2023-10-05T18:05:30+00:00October 18th, 2022|Protect your wealth, Retirement, Watch and Listen|

Chano Arellano: Which of these four annuity types will best fit your retirement income plan?

"Choosing "safe money products" for your retirement involves gaining more clarity about what you need your money to do for you."   by Chano Arellano Annuities have existed since the days of the Roman Empire, yet some still view them as a product to avoid. If you listen to today's self-anointed retirement "experts," purchasing an [...]

By |2022-10-23T19:02:14+00:00October 18th, 2022|Leave a Legacy, Protect your wealth, Retirement|

Chano Arellano, Building Equities LLC

Money Metals Exchange Chano J. Arellano is a Financial Advisor with over 28 years experience in financial planning. He brings a wealth of experience and knowledge to his role as a Financial Advisor. His training and experience enables him to give personalized, one on one financial planning to his clients through a comprehensive and individualized [...]

By |2023-07-22T21:48:26+00:00October 18th, 2022|Retirement, Safe Money Trends Certified Contributors|

Safe Space Podcast: Are you prepared for long-term care costs?

Most Americans will need long term care at some point in their lives.  It's expensive, and contrary to what most people think, not covered by Medicare.   Yet, long-term care planning is often overlooked by retirees and pre-retirees when putting together retirement blueprints.  In this short interview, well-known eldercare attorney and LTC planner Jim Koewler provides [...]

By |2022-10-23T17:45:34+00:00October 18th, 2022|Protect your wealth|

Safe Space Podcast: Jim Fish: Maximizing your government benefits.

Los Angeles native Jim Fish enjoys working with diverse clients across California and the western U.S. who are looking for safe growth and protection of their money, especially as they get ready to retire. A licensed financial professional for over 15 years, Jim Fish has specialized training as a Federal Retirement Consultant. He is widely [...]

By |2022-10-23T17:46:16+00:00October 13th, 2022|Federal Employees, Retirement, Watch and Listen|

Jerry Yu: Don’t put all your apples in Uncle Sam’s basket.

Tax planning is essential for retiree survival. By Jerry Yu As I explain in my new book, "Fortify Your Financial Kingdom," taxation doesn't magically disappear just because you've stopped punching a time clock. Far from being a past problem, taxes may be one of your most significant retirement expenses. If you plan on retiring but [...]

By |2022-10-23T17:47:02+00:00October 13th, 2022|Retirement, Taxes|

Jerry Yu: Will your state REQUIRE you to have long term care insurance?

Authored By Jerry Yu, Reign Financial "New laws passed in several states will require employers to collect a payroll tax from employees who don't have private long-term care insurance." - Jerry Yu. Mandates may be coming soon to many states. A dramatic demographic shift is happening in the United States. By 2030, more Americans will [...]

By |2022-10-23T17:48:08+00:00October 12th, 2022|Money News, Retirement|

Paul Hubbard III: Hate annuities? Better Call Paul!

by Paul Hubbard III Since pensions have all but vanished in the 21st Century, the responsibility of designing their own retirement blueprints rests solely on the shoulders of older Americans. The challenge is that most of us do not possess the specialized training and skill sets necessary to create successful retirement plans. Modern money products [...]

By |2023-05-04T23:13:46+00:00October 8th, 2022|Leave a Legacy, Protect your wealth, Retirement|

Eric Coons: All that glitters might help protect your wealth.

"Silver and gold, silver and gold. Everyone wishes for silver and gold. How do you measure its worth?- Silver and Gold, sung by Burl Ives.   By Eric Coons My purpose for writing this is to encourage those concerned about the fate of the dollar and other global currencies to educate themselves more about precious [...]

By |2023-07-03T15:39:49+00:00October 8th, 2022|Investing, Leave a Legacy, Protect your wealth, Retirement|
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