"You may be one of the many people over 65 who are making Health Savings Account (HSA) contributions. Be sure you are following the rules to the letter." Donna McElroy. By Donna McElroy Most clients know I am a big fan of Health Savings Accounts (HSAs). HSAs can potentially save people THOUSANDS of dollars [...]
In this short, info-packed video, Nashville-area financial educator and planner Andrew Winnett unpacks the hot topic of #INFLATION, what it is , how it affects you and your retirement planning, and what steps you can take to buffer against it. Women especially are vulnerable to the ravages of the inflation beast due to the fact [...]
re: What's the difference between qualified and non-qualified plans? By Sean Sparkman Like it or not, the IRS is most definitely a stakeholder in your retirement planning. That's because many of your accounts come with highly-attractive tax benefits. As you probably already know, the government never gives anyone anything that doesn't have a long [...]
re: Latest podcast with Austin-based trusts, tax, and estate planning expert, Scott Royal Smith: In this podcast, attorney Scott Royal Smith explains why everyone, especially #realestatesyndicators and #realestateinvestors need to be concerned with protecting their assets. #realestateinvesting, #taxplanning, #tax-planning-real-estate, #assetprotection, #scottsmith, #scottsmithattorney, #estateplanningattorneys
https://www.youtube.com/watch?v=OAe-JVwCrg4 ?Safe Space Podcast :Highly rated Beverly Hills estate planning and trust attorney Keila Nakasaka Well-known Beverly Hills attorney Keila Nakasaka joins Tammy D. on this edition of the Safe Space podcast to discuss why estate planning and asset protection strategies are essential for EVERYONE, not only the very wealthy. In this 30 minute discussion [...]
"In 2022, we are experiencing the fastest pace of consumer price and wage inflation in nearly 40 years. How can you navigate this volatile environment and come out with your nest egg intact?" Ken May By Ken May *Please note: I wrote this article for entertainment and educational purposes only and not to give [...]
"Volatility casts an enormous shadow over your future financial plans. Economic shocks tend to arrive unexpected and unwelcome, seemingly out of nowhere, to turn your most solidly-imagined goals upside down.When the primary assets generating the most significant part of your retirement income get the worst returns at the worst time, you're experiencing what's called a [...]
“There is a plethora of companies, products, and services focused on helping us reduce anxiety by filling in the blanks of our future lives. But what if uncertainty is sometimes a good thing?”- Debra May By Debra May Biology created a human brain exceptionally resistant to, and fearful of, uncertainty. When you watch the [...]
"A fixed indexed annuity (FIA) has amazing versatility and tax advantages. When you include a lifetime income benefit using an optional rider, you create your own pension." Michael Travers By Michael J. Travers If you are considering purchasing an annuity, you may also be considering adding what's known as an "income rider" or Guaranteed [...]
"Suze Orman says that a reverse mortgage can indeed be a viable way to generate income. However, it's essential to understand that after you take out a reverse mortgage, you will still be responsible for paying maintenance costs, property taxes, and homeowners' insurance premiums."- Larry Speir By Larry Speir A type of home loan [...]
"At this rate, you'll never retire" By Tammy de Leeuw It’s safe to say that most adults in America know that something weird is happening in society and in the economy; something unlike anything most of us have previously experienced. Many market watchers and economists say that we are on the leading edge of what’s [...]
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses. First articulated by veteran real estate educators and [...]
