Retirement

Business owners: Do you have your exit plan ready?

" 2020-2022 has been a trying period of supply chain issues, labor shortages, and lockdowns that may cause you to think about selling your business." By Sean Sparkman   The fallout from the pandemic has pushed a growing number of business owners into thinking about selling their companies. Supply chain issues, labor shortages, and now, [...]

By |2022-10-23T18:14:00+00:00August 2nd, 2022|Leave a Legacy, Money News, Retirement|

Lawrence Castillo: For many Baby Boomers, retirement will be a “dangerous descent.”

"Getting down off the mountain can be as treacherous as the ascent, especially if you grow complacent." Lawrence Castillo By Lawrence Castillo Multiple surveys indicate that most Americans are concerned about outliving their money once they stop working. This fear is understandable, even justified, given our current high inflation and precarious economic situation. Beginning in [...]

By |2022-10-23T18:07:39+00:00July 19th, 2022|Leave a Legacy, Protect your wealth, Retirement|

Safe Space Podcast: Donna McElroy sings the praises of lifetime streams of income in retirement…and more.

re: INCOME is the thing... Many planners are so focused on helping you accumulate lots of money and invest it, that they forget the hands-down, most critical element in retirement. It's INCOME.  Where will your money come from when you no longer get a paycheck?   Thinking Social Security will see you through until you're cold [...]

By |2022-09-26T02:29:09+00:00July 12th, 2022|Investing, Retirement, Watch and Listen|

Andrew Winnett: Three Ways to Protect Your Wealth Against Inflation

In this short, info-packed video, Nashville-area financial educator and planner Andrew Winnett unpacks the hot topic of #INFLATION, what it is , how it affects you and your retirement planning, and what steps you can take to buffer against it. Women especially are vulnerable to the ravages of the inflation beast due to the fact [...]

Qualified plans vs. Non-qualified plans: What’s the difference?

re: What's the difference between qualified and non-qualified plans? By Sean Sparkman   Like it or not, the IRS is most definitely a stakeholder in your retirement planning. That's because many of your accounts come with highly-attractive tax benefits. As you probably already know, the government never gives anyone anything that doesn't have a long [...]

By |2023-01-10T17:46:03+00:00July 2nd, 2022|Investing, Money News, Retirement|

Young, old, rich, poor- everyone needs estate planning and asset protection

https://www.youtube.com/watch?v=OAe-JVwCrg4 ?Safe Space Podcast :Highly rated Beverly Hills estate planning and trust attorney Keila Nakasaka Well-known Beverly Hills attorney Keila Nakasaka joins Tammy D. on this edition of the Safe Space podcast to discuss why estate planning and asset protection strategies are essential for EVERYONE, not only the very wealthy. In this 30 minute discussion [...]

Sean Sparkman: Are you afraid of running out of money in retirement?

"Over 70% of seniors say they feel their retirements are underfunded. This statistic could indicate trouble ahead for an already vulnerable population."-   Sean Sparkman   Retirement and most other senior issues have become so politicized that it's hard to make more than just token changes to the system. Anything meaningful that helps Americans save more [...]

By |2022-10-23T18:19:10+00:00April 11th, 2022|Leave a Legacy, Protect your wealth, Retirement|
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