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 [...]
How will the SECURE Act affect YOUR retirement blueprint? “The SECURE Act presents both challenges and opportunities for retirees if they act now…”- Jerry Yu. By Jerry Yu Passed in 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act revised multiple aspects of retirement accounts and plans. The 29 provisions of [...]
"Some folks chase returns because they think it's the only way to achieve financial success. If you are caught in a cycle of trying to find the elusive "Yieldacorn," it might be time for a shift. “- Sean Sparkman. By Sean Sparkman Suppose you're still in the "accumulation" stage of life, which typically starts [...]
Today's frequent market upheavals could spell trouble for retirees and those about to retire. Increasingly, financial advisors are rethinking the traditional 4% withdrawal model." George Politarhos. By George Politarhos Pandemic lockdown measures, profligate printing, geopolitical unrest, and the inevitable march of history have collided in 2022, making financial planning more challenging than ever. [...]
Is there truly an "ideal" retirement age? "Retiring at age 65 is not, like gravity, an immutable law of the universe." Donna McElroy By Donna McElroy Have you heard... There were three wise men in the Bible? If you drop a penny from a skyscraper, you could kill someone? A pinch of salt in the [...]
