Retirement

Taking adult education classes linked to lower dementia risk later in life- Medical News Today reports.

Authored By Medical News Today Contributed by Sean Sparkman Adult education is linked to a reduced risk of dementia in a new study. The study finds that people who took adult education classes were 19% less likely to develop dementia later on. Experts advise that the most important overall action is maintaining a healthy lifestyle [...]

By |2023-08-30T16:09:55+00:00August 30th, 2023|Lifestyle, Retirement|

Jerry Yu: What do you need to know about life insurance?

USA residents: For a limited time only, get a no-cost hard copy of Jerry's bestselling book, "Fortify Your Financial Kingdom." Go to the link below to find out more: https://jerryyu.retirevo.com/content/... Episode 4 of the Fortify Your Financial Kingdom podcast. In this 9 minute episode, Jerry Yu, "The Family Money Doctor©️" takes a look [...]

Jerry Yu: Fortify Your Financial Kingdom Podcast Episode 5: How to “lock in” your retirement

In this episode, The Family Money Doctor Jerry Yu unwraps different ways to ensure your financial blueprint stays on course, no matter what else is going on in the world. For a limited time only USA residents can get a free HARD COPY of Jerry's book, "Fortify Your Financial Kingdom."  Click on the link below [...]

Annuities are changing. Find out what you need to know with Annuities for Dummies Author Kerry Pechter

Annuities have changed over the years.  Annuity Straight Talk's Bryan Anderson explains why annuities may be a better choice than ever. https://www.youtube.com/watch?v=I3LALBOBfb0&t=5s #annuities, #annuitystraighttalk, #bryananderson, #bryan-anderson-annuities

Want to experience less stress in retirement? Ignore the rules and create lifetime financial growth.

By Teresa Kuhn, JD, RFC Living Wealthy Financial There are NO mulligans in retirement planning During my years working in finance, law, and insurance, nearly every piece of money advice (good and bad) has drifted across my desk. Everyone has an opinion about how to save money, retire comfortably, and achieve the somewhat elusive goal [...]

By |2023-08-28T17:57:41+00:00August 23rd, 2023|Leave a Legacy, Lifestyle, Money News, Protect your wealth, Retirement|

10 reasons you may want to take Social Security benefits before age 70

Authored By Roger Wohlmer, Think Advisor Contributed by Jerry Yu, Reign Financial 10 Reasons to Claim Social Security Before 70 One of the key retirement planning decisions your clients face is when to claim their Social Security benefits. Waiting until age 70 will result in the highest possible benefit, but this is not always the best [...]

By |2023-08-28T19:59:51+00:00August 22nd, 2023|For Agents, Money News, Protect your wealth, Retirement|

Jerry Yu:How does inflation impact your present and future wealth?

By Jerry Yu Reign Financial New findings from the Employee Benefits Research Institute (EBRI) indicate that seniors' confidence levels concerning their ability to live comfortable lives once they stop working have changed significantly in the past five years. EBRI's 2023 report indicates that only 18% of pre-retirees feel confident about their retirement savings. Among those [...]

By |2024-06-10T18:03:56+00:00August 22nd, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement|

Are you reading annuity “fake news?” Bryan Anderson calls out annuity misinformation.

Authored By Bryan Anderson, Annuity Straight Talk   https://annuitystraighttalk.com/misinformation-on-annuity-org/

Brian Swerdlow: What insurance do you need to keep after retiring?

by Brian Swerdlow As you transition to retirement, you might find yourself living in a different house in another state or country. You could be engaged in hobbies you never had time to do when you were working or might decide to become an entrepreneur and build your own company. Once you stop working, you [...]

Seniors Told To Brace For Far Lower Social Security Payment Boost In 2024

Authored By Tom Ozimek,Epoch Times The 2024 cost-of-living adjustment (COLA) increase for Social Security recipients is likely to be a fraction of what it was in 2023 and a disappointment to many seniors, according to a nonpartisan seniors group, which found that some eight in 10 retirees report they're still reeling from inflation. The latest COLA [...]

By |2023-08-28T20:21:36+00:00August 12th, 2023|Money News, Retirement|

Is “Buy Term and Invest the Difference” (BTID) a flawed strategy for most people?

By Brian Swerdlow Many people want to balance their need for life insurance with their need to save and grow their wealth as much as possible. In the 1970s, an insurance agent came up with what proved to be a popular but possibly flawed solution- "buy term and invest the difference." Buy term and invest [...]

Go to Top