by Brian Swerdlow Retirement planning is a concern that can arise even though you may be years away from hitting the golden years. It's natural to think about how you'd like your retirement life to look and to seek ways to grow wealth while minimizing the risk of losing money. When clients ask for advice [...]
By Teresa Kuhn While I firmly believe that a properly structured and optimized whole life policy is the cornerstone of effective financial planning, some people may benefit from another popular safe money product to their portfolio-the annuity. Baby boomers, Genxers, and Millenials are all nearing or in retirement. Unfortunately, many retirees and pre-retirees have had [...]
In this episode, AnnuityStraightTalk's Bryan J. Anderson asks the question, "Should you always get a second opinion before you buy an annuity?" https://www.youtube.com/watch?v=ZmDxVQKEK4o #safemoney, #safemoneyradio, #insurancepodcasts, #moneypodcasts, #money #annuities, #annuity, #flexstrategy, #bryananderson, #bryanandersen, #annuityradioshows, #tonyowen https://annuitystraighttalk.com/ About the Author: Bryan J. Anderson
By Daniel Stewart Many people see their life insurance policies as financial safety nets and wealth transference vehicles for their loved ones. However, beyond the primary benefit of providing financial security to your family, your life insurance, especially whole life or indexed universal life, also offers powerful tax advantages that will help you achieve [...]
https://www.youtube.com/watch?v=7qFCaqoIxAI&t=8s
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Looking around at the economic turmoil we've experienced post-pandemic, it's easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite the chaos is an impossible [...]
Before the COVID-19 pandemic, many older Americans looked forward to retirement, eagerly anticipating when they could relax, spend more quality time with their families, travel, and discover new activities. However, without strategic retirement planning, there is a real possibility that erosive events, such as a prolonged stock market downturn, high inflation, and increased taxes, will [...]
Divorce is an emotionally challenging and stressful life event for anyone. However, federal employees face their own unique set of challenges which must be addressed.- Brian Swerdlow By Brian Swerdlow From understanding the long-term effects on their retirement to navigating the division of benefits, federal employees going through divorce or separation must confront some [...]
By Brian Swerdlow As a federal employee, you have a fantastic portfolio of benefits, including healthcare, life insurance, and the Thrift Savings Plan. This robust benefits package may be a primary reason you decided to work for the public sector in the first place. However, when navigating the intricacies of your benefits, you may [...]
"If you're close to retirement, don't panic and listen to "trendy" financial advice. Remain calm, focusing on long-term goals, and partner with a fiduciary agent who has your best interests in mind." Brian Swerdlow By Brian Swerdlow Most of us understand there is a tradeoff between risk and reward. You may realize, for example, [...]
By Daniel Stewart Retirement planning is never a slam dunk, especially in our complicated and challenging economic environment. There are many moving parts in a typical senior's retirement blueprint, and with each of these parts, there is the potential to make expensive mistakes. Many seniors who diligently created, invested, and saved wealth are penalized for [...]
https://www.youtube.com/watch?v=rKaEZ0dKYh4&t=1082s
