Ken Reeves seeks to Dispel Myths That Cost Retirees Money PRESS RELEASE Birmingham, Alabama Advisor Ken Reeves' Apex Financial Group LLC Launches New Podcast to Dispel Myths That Cost Retirees Money Helping retirees avoid money mistakes: Apex Financial Group LLC launches a new no-nonsense podcast aimed at Americans 45 and older who don't want to [...]
Authored By George Politarhos, Patria Wealth Generic, templated approaches to financial planning can work for some people during the “accumulation” phase of their financial lives. However, as a person gets within five to seven years of retirement, it becomes obvious that “one-size-fits-most” recommendations fall far short of the mark. That’s because retirees differ from one [...]
Authored By George Politarhos As with many non-federal savings plans, it is possible to take out a loan on your Thrift Savings Plan. However, most experts, including those at the Office of Personnel Management (OPM), will tell their clients to exhaust every other loan option before touching their TSP accounts. Before examining the downside [...]
"The so-called "Great Unretirement," has been getting a lot of attention lately, but this trend is far from being a new phenomenon." Paul Hubbard III By Paul Hubbard III The Great Unretirement is far from being a novel phenomenon. In 2020, The Bureau of Labor Statistics (BLS) did a study indicating that un-retiring has [...]
If you are retired or nearly retired, you'll enjoy my latest podcast with an extraordinarily, far-from- ordinary person, Jacqueline Cole talks about how she found her perfect products and RETIREMENT INCOME advisor, Sean Sparkman online. If you are an advisor, you should listen to this now and take notes. Jacquie will give you some critical [...]
A tale of two grandpas... By Jerry Yu I first arrived in the United States from Taiwan, a teenaged boy who could barely manage a few words in English. I clung to my Chinese-English dictionary hoping someone would understand me, and hoping I’d get the hang of this strange new Western culture. Because I was [...]
by Ken May I don't know about you, but I'm not one to have a "set it and forget it" mindset regarding my retirement accounts. I want to know what investments account managers make with my hard-earned money. I also want to understand every fee I'm paying and its impact on my wealth. Most of [...]
Authored By Ken Reeves, Apex Financial Group How does a fixed index annuity help you lock in gains and avoid losses? In an unpredictable economic environment, there seems to be no haven for your cash. The lack of a safe place for money is one reason people choose fixed indexed annuities (FIAs) as the cornerstone [...]
https://www.youtube.com/watch?v=MHONE73eIUQ&t=321s https://apexfg.com/ (205) 235-2030 info@apexfg.com If you’re within ten years of retirement, you need to know the answers to these questions: ❓Are you ready to overcome your fears and build a safer, more resilient financial future, or will you simply ignore what’s happening in the world? ❓Have you built a strong fortress around your [...]
Looking for a talented, reputable retirement and income planner to guide you through the current economic storm? ❓Are you ready to overcome your fears and build a safer, more resilient financial future, or will you simply ignore what’s happening in the world? ❓Have you built a strong fortress around your money, protecting it from the [...]
"If you find your cash and other resources drying up, return to this one principle. It's probably the catalyst of all your current money woes."-Andrew Winnett By Andrew Winnett The times we find ourselves in are precarious but not without precedent. Economic boom-bust cycles, droughts, famine, and social upheaval have been with us [...]
By Orlando McCall As you probably know, a 401(k) is a tax-deferred retirement account you can either get through an employer or on your own. You contribute money to the account in employer-sponsored plans, usually via a regular deduction from your paycheck. With a traditional 401k plan, your taxes on earnings are deferred until you [...]
