by Rick Sparkman Pathfinders Wealth Created by President George W. Bush in 2006, "donor-advised funds," or DAFs, are a $230 billion industry that’s gone largely unnoticed by most Americans. The idea behind DAFs was to increase philanthropic giving by offering the wealthy better tax benefits to encourage them to support more charitable giving. As [...]
Investor and Youtube influencer Michael Bordenaro takes a look at the giant canary in the coalmine- debt delinquencies. https://www.youtube.com/watch?v=orDLHU_I-C0&t=10s
By Brian Swerdlow Anchor Financial If Americans gained anything positive from the last five tumultuous years, it's the realization that they must drastically re-think their financial planning to include more savings for long-term care. A study from financial services company Genworth concluded that rates for assisted living facilities in the United States increased by an [...]
by Brian Swerdlow Anchor Financial Greater numbers of hospitals are closing across the United States, especially in rural areas. With all that’s going on in the world right now, you may have missed a quiet but growing crisis that’s affecting seniors, especially those living outside large cities. For the last several years, a [...]
by Brian Swerdlow Two popular choices for retirement savings are annuities and mutual funds. While both annuities and mutual funds serve as retirement savings vehicles, they differ significantly in their features and benefits. However, both can contribute to your financial security and retirement advantage, and both are worth looking into. It pays to understand how each works and the [...]
by Jerry Yu The Family Money Doctor Reign Financial Services Indexed Universal Life (IUL) insurance has gotten more popular in recent years due to its flexibility, tax advantages, and other potential benefits. However, like any financial product, IUL also has some possible drawbacks to consider. If you’re considering purchasing an indexed universal life insurance policy [...]
by Brian Swerdlow 2024 is now well underway, with the landscape of personal finance poised for significant shifts. These changes, driven by a confluence of economic, technological, and regulatory factors, will change the way you earn, invest, save, and spend money. Here are just a few of the critical financial trends to watch out for [...]
Worried that your #annuity will suffer if interest rates TANK? Annuity Straight Talk's Bryan Anderson discusses the potential of rate drops/hikes/increasing inflation. https://www.youtube.com/watch?v=0QZkx6QbgSA&t=1s #inflation #indexedannuities, #annuities, #annuity, #ratehikes, #interest-rates, #will-interest-rates-tank, #stockmarket
Disclaimer: This article is designed for entertainment and general information purposes only. Nothing contained in this article should be construed as legal or financial advice. It is essential you meet with a qualified estate attorney or financial advisor with expertise in ILITs and other estate planning tools before you make a decision. by Brian [...]
Created By The Macro Butler Via Zerohedge.com by The Macro Butler via ZeroHedge Contributed by Sean Sparkman, Pathfinders Wealth The key takeaways from the FED's SEP are that it raised expected real GDP growth to +2.1%, lowered expected unemployment rate to 4.0%, kept expected PCE inflation at 2.4%, and raised expected core PCE inflation to [...]
For some seniors, a multi-year guaranteed annuity could be the key to unlocking financial stability.-Brian Swerdlow. By Brian Swerdlow In a world where economic uncertainty reigns, many people are looking for safety and stability. For this reason, annuities, especially multi-year guaranteed annuities, have become increasingly popular. What is a MYGA? A type of fixed deferred [...]
by Brian Swerdlow Anchor Financial If you're nearing retirement, you may be considering purchasing an annuity to provide more safety and stability to your portfolio. Indeed, an annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years. However, annuities, while they are indeed a powerful tool [...]
