Retirement

Could an annuity help you plan for long-term care?

by Daniel Stewart A rapidly shifting demographic means more Americans than ever will need some form of long-term care or a stay in a nursing home. Unfortunately, few of us are prepared for the escalating expenses of long-term care. Long-term care expenses are one of the prime reasons seniors run out of money when they [...]

By |2023-02-25T01:15:48+00:00February 25th, 2023|Lifestyle, Money News, Protect your wealth, Retirement|

Jerry Yu: If you’re in the sandwich generation, you need a money doctor on your side

By Jerry Yu The Family Money Doctor© If you are in the "sandwich" generation, you may need a "money doctor."   Lately, I've been writing about the "sandwich generation"- those who care simultaneously for their growing families and aging parents.  I too am a sandwich generation member, so I know the difficulties associated with providing [...]

By |2023-02-25T01:19:26+00:00February 23rd, 2023|Investing, Leave a Legacy, Protect your wealth, Retirement|

What are Treasury-Inflation-Protected Securities (TIPS), and could they help you beat back inflation?

by Sean Sparkman As an investor in today's chaotic economy, you're probably aware of the constant threat inflation poses to your wealth. Over time, you've seen the value of your cash eroding before your eyes as prices rise, and it's more challenging to maintain your standard of living. Treasury Inflation-Protected Securities (TIPS) may protect your [...]

By |2023-02-20T21:32:29+00:00February 20th, 2023|Investing, Lifestyle, Money News, Retirement|

Intensifying War, Enormous Upside for Gold – Charles Nenner

Created By Greg Hunter, Greg Hunter's USA Watchdog Intensifying War, Enormous Upside for Gold – Charles Nenner By Greg Hunter’s USAWatchdog.com  Renowned geopolitical and financial cycle expert Charles Nenner said back in late November, interest rates were on the way down but “for the very short term.”  Nenner also predicted that inflation might come down [...]

By |2023-02-23T05:04:55+00:00February 16th, 2023|Investing, Money News, Retirement|

Ugliness Awaits Many Boomers Nearing Retirement-Bruce Wilds

Authored By Bruce Wilds, Advancing Time Saturday, February 11, 2023 Ugliness Awaits Many Boomers Nearing Retirement   Ugliness awaits most boomers nearing retirement, not only have they been lied to, but they also have to deal with rigged markets, corruption, and incompetent advisors. Boomers make up the second-largest generation in American history, it consists of over 72 [...]

By |2023-02-13T00:07:44+00:00February 13th, 2023|Investing, Protect your wealth, Retirement|

Chat GPT: A beginner’s guide and tutorial…

You may be hearing a lot lately about ChatGPT.  While it might turn out to be a nifty productivity tool, it's not quite ready for use by the Robot Overlords.  Still, as a consumer or financial advisor, you'll need at least a basic knowledge of this emerging technology.   I found a great introduction to Chat [...]

By |2023-02-13T00:07:58+00:00February 11th, 2023|Money News, Retirement, Watch and Listen|

5 Reasons A Robo-Advisor May Not Be Right For You

Robo-advisors have grown in popularity, but are they right for everyone?   By Daniel Stewart Introduced in 2008 and using automated algorithms devised by financial professionals, robo-advisors provide financial planning without human intervention. These automated financial advisors advise clients using data collected via online surveys. They then design investment plans based on the data for [...]

By |2023-02-09T16:46:47+00:00February 9th, 2023|Federal Employees, Investing, Protect your wealth, Retirement|

Do you really NEED an annuity? What do you want it to contractually DO? Stan the Annuity Man spills it.

Be sure to check out Stan the Annuity Man's https://www.youtube.com/@StanTheAnnuityMan https://www.youtube.com/watch?v=3nRjT3N_LKA&t=211s

By |2023-02-13T00:08:22+00:00February 3rd, 2023|Investing, Money News, Retirement, Watch and Listen|

What is an HSA, and how can pre-retirees and younger workers profit by having one?

"The economy is more than a little unpredictable right now. It makes sense to discover as many ways to save money and avoid paying unnecessary tax as possible." by Debra May As inflation continues to eat into Americans' savings and retirement accounts and a recession is all but guaranteed, many working people are experiencing financial [...]

By |2023-02-28T05:18:44+00:00February 2nd, 2023|Protect your wealth, Retirement, Watch and Listen|

“Stan the Annuity Man” 6 Benefits of a QLAC

Authored By Stan the Annuity Man. A Qualified Longevity Annuity Contract (QLAC) can be a valuable tool for retirees looking to secure their financial future. These annuities offer a unique set of benefits that can help ensure a stable retirement income. This blog post will discuss the key benefits of a QLAC and how it [...]

By |2023-02-13T00:08:41+00:00January 26th, 2023|Money News, Protect your wealth, Retirement|

How to protect assets from market downturns: Jerry Yu “The Family Money Doctor”

Jerry Yu is Southern California's most trusted advisor, with years of experience helping ordinary Americans harness the strategies of the wealthy to grow and protect wealth. Find out now how to get a free copy of Jerry Yu's latest book, "Fortify Your Financial Kingdom." Click this link to discover more. Get a free hard copy [...]

By |2023-01-24T21:29:16+00:00January 20th, 2023|Retirement, Watch and Listen|

Jerry Yu: How to fill in your retirement income gaps…

https://www.youtube.com/watch?v=9gqivamt4HM&t=107s In this video, Southern California's "Family Money Doctor," Jerry Yu talks about the inevitable gaps most Americans will have in their retirement incomes.. and what you can do to bridge those gaps. Reserve your free copy of Jerry's latest book, Fortify Your Financial Kingdom (USA residents only) by going here: https://jerryyu.retirevo.com/content/.... Read more articles [...]

By |2023-06-03T18:23:06+00:00January 20th, 2023|For Agents, Money News, Retirement|
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