Protect your wealth

Stan the Annuity Man: Why investors “sitting on the sidelines” might need a MYGA

In this video, Stan the Annuity Man, America's favorite annuity specialist, discusses how sitting on the sidelines during turbulent times can be better with a multi-year guaranteed annuity (MYGA).  If you've been considering adding an annuity to your retirement plan, NOW may be the perfect time. https://www.youtube.com/watch?v=sydrGfgUEVs&t=92s #MYGA, #stantheannuityman, #highinterest, #annuities, #multiyearguranteedannuity, #retirement, #nationaldebt, #annuity, [...]

By |2023-11-07T16:00:20+00:00November 2nd, 2023|Investing, Leave a Legacy, Money News, Protect your wealth, Retirement, Watch and Listen|
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Bryan Anderson Annuity Straight Talk: Finding the best fixed annuity

Annuity Straight Talk's Bryan Anderson discusses his methods of selecting the best annuity  (MYGA).  There are a ton of annuity varieties out there and it can get confusing.  This video will help you discover how to evaluate your options and avoid making a mistake with your retirement . https://www.youtube.com/watch?v=okwK8aIET6c&t=128s

By |2023-11-02T14:39:54+00:00November 2nd, 2023|Leave a Legacy, Protect your wealth, Retirement, Watch and Listen|
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Bryan Anderson: What you need to know about early retirement plan distributions

The "72T" IRS code is fraught with nuanced rules and regulations, perhaps even some ambiguities.  Yet, this code opens the door for those who want to take penalty-free withdrawals from your retirement accounts before the age of 59 and a half.    In this episode, Bryan Anderson of AnnuityStraightTalk  helps you discover what you need to [...]

By |2023-10-22T00:08:35+00:00October 21st, 2023|Federal Employees, Money News, Retirement, Taxes, Watch and Listen|
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Brian Swerdlow: Should you consider “infinite banking?”

by Brian Swerdlow   In the ever-evolving world of personal finance and wealth building and amid fears of market turmoil, many people seek safer ways to grow their wealth while avoiding as much risk as possible. For this reason, the idea of using specially modified whole life insurance as a money enhancement tool has gained [...]

By |2023-10-19T00:41:16+00:00October 19th, 2023|Business Owners, Federal Employees, Investing, Leave a Legacy, Lifestyle, Money News, Protect your wealth, Real Estate, Retirement, Taxes|
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Katie Benson: What happens to your Social Security benefits after you die?

"When you pass away, do your Social Security checks go away too?" If you're like most people, you're dreaming of the day when you'll no longer have to spend hours sipping lukewarm coffee during horrific commutes, when you can finally kiss your job (and maybe your boss) goodbye and enter your golden years. If so, [...]

By |2023-10-20T14:38:43+00:00October 19th, 2023|Business Owners, Leave a Legacy, Money News, Protect your wealth, Retirement|
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Katie Benson: For women, retirement can be an uphill battle.

With an estimated 70 million retirees expected by the end of 2030, the challenges and disparities in retirement savings and financial advice have become increasingly evident. Women, in particular, face unique retirement challenges, often lagging in savings and encountering obstacles in accessing quality financial advice. Several external factors contribute to the retirement disparities faced by [...]

By |2023-10-17T18:19:20+00:00October 17th, 2023|Business Owners, Leave a Legacy, Lifestyle, Money News, Protect your wealth, Retirement|
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What to do if you have a 401(k) or IRA and want to leave a legacy

By Teresa Kuhn, JD, RFC, CSA Living Wealthy Financial If you're like many Americans, you have money in your 401(k) or IRA plan.  That’s a good thing, especially if your employer matches all or part of your contribution.  Qualified plans and Social Security form the foundation of many retirement strategies. If you have children or [...]

By |2023-10-16T22:08:43+00:00October 16th, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement, Taxes|
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Do you know these common IRS “red flags” that could increase your chances of an audit?

"Recent funding boosts and automated systems are increasing the likelihood of IRS audits. Plan now to avoid these potential headaches." by Daniel Stewart IRS audits are stressful, time-consuming affairs that often result in costly fees and penalties. Concerned about declining audit rates, Congress up the ante, recently earmarking more than $45 billion specifically for tax [...]

By |2023-10-16T21:49:50+00:00October 16th, 2023|Money News, Protect your wealth, Taxes|
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Your 21st-century retirement will probably be NOTHING like your parents’ retirement.

Authored By Katie Benson, Let's Talk About Annuities In the 21st century, retirement is undergoing a significant transformation, shaped by various factors, including economic uncertainty, high inflation, and changing societal attitudes. -Katie Benson by Katie Benson For many people, the traditional notion of retiring at a fixed age and enjoying a life of leisure has [...]

By |2023-11-15T03:47:33+00:00October 15th, 2023|Investing, Lifestyle, Money News, Protect your wealth, Retirement|
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Daniel Stewart. Could the 2024 Social Security COLA be a double edged sword?

by Daniel Stewart The annual Cost of Living Adjustment (COLA) is a lifeline for many seniors on Social Security, ensuring their benefits keep pace with the rising cost of living. However, in 2024, seniors face a much smaller bump of 3.2% in their benefit checks. If you are retired or about to retire, you need [...]

By |2023-10-14T01:40:25+00:00October 14th, 2023|Money News, Protect your wealth, Retirement, Taxes|
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Teresa Kuhn: Why I think taxes are bound to increase and you must protect your wealth NOW.

Are taxes poised to increase? What are the factors shaping the future of taxation? by Teresa Kuhn, JD, RFC Unless you're a tax attorney or CPA, you probably don't like talking about taxes. However, if you're like most people, you certainly realize their impact on your wealth and financial well-being. So, let me ask you, [...]

By |2023-10-16T14:35:16+00:00October 13th, 2023|Federal Employees, Money News, Retirement, Taxes|
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Jerry Yu: How to use RMDs to enhance your retirement income.

Jerry Yu "The Family Money Doctor". In this short video, Jerry looks at the dreaded "required minimum distribution" or RMD to see how this required withdrawal might be used to help retirees increase their income once they stop working. Discover more from Jerry Yu: https://www.youtube.com/watch?v=GTfRCTAo6x0

By |2023-10-13T00:46:42+00:00October 12th, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement, Watch and Listen|
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