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New inflation warning from the International Monetary Fund: High interest is here to stay.

Authored By Hanna Ziady,CNN LondonCNN —  The International Monetary Fund has warned that stubborn inflation could keep interest rates higher for longer than expected, increasing fiscal and financial risks around the world. Persistently high prices for services — which include haircuts, hotels and restaurants — as well as escalating trade tensions are propping up inflation and raising the [...]

By |2024-07-22T22:53:56+00:00July 18th, 2024|Watch and Listen|

Brian Swerdlow: A cautionary tale from the courts proves it’s not enough just to name beneficiaries on your financial accounts.

Designating beneficiaries on your insurance policies and financial accounts is a fundamental aspect of financial planning. However, it's not enough to simply name a beneficiary; you must remember to update your beneficiary designations as your circumstances change. This practice ensures that your assets are distributed according to your wishes and can prevent costly, sometimes lengthy, [...]

By |2024-07-17T16:43:02+00:00July 12th, 2024|Watch and Listen|

Rick Sparkman: What should you know if you’re thinking about buying an annuity?

    by Rick Sparkman Pathfinders Wealth "Should I buy an annuity?" is not exactly the hottest topic at dinner parties, is it? But here's the thing: if you're looking to secure a steady income stream in retirement, annuities might just be your new best friend. I know, I know - the word [...]

Jerry Yu: What is a 1031 exchange and should you have one?

by Jerry Yu The Family Money Doctor A 1031 exchange, as described in section 1031 of the IRS Code, is an effective way for a real estate investor to defer capital gains taxes when they sell an investment property.  By using a 1031 exchange, you will pay zero taxes on an investment you sell as long as you [...]

By |2024-05-15T22:36:36+00:00May 15th, 2024|Watch and Listen|

IAllegedly: Millions living on credit cards

We're being told by those supposedly in charge that the economy is on an upswing, that everything is OK.  But is this truly the case?  Dan from the massively popular "IAllegedly" channel explains that millions of ordinary people are surviving by living on credit cards, creating a precarious economic situation. https://www.youtube.com/watch?v=9GaXc788l1Q    

Beware the “Insurance Agent Revolution” A message just for insurance agents or FAs

If you're an #insuranceagent, #retirementandincomeplanner, #financialadvisor or you know one, then you are going to want to hear what Tammy D. has to say about Annuity.com's "new" same old same crap marketing system.  This system appears to be designed to drain every last penny out of agents' pockets while it promises the moon, stars, and [...]

By |2024-05-19T19:46:19+00:00April 30th, 2024|For Agents, Watch and Listen|

Jerry Yu: The pros and cons of indexed universal life insurance (IUL)

by Jerry Yu The Family Money Doctor Reign Financial Services Indexed Universal Life (IUL) insurance has gotten more popular in recent years due to its flexibility, tax advantages, and other potential benefits.   However, like any financial product, IUL also has some possible drawbacks to consider. If you’re considering purchasing an indexed universal life insurance policy [...]

Bryan J. Anderson Annuity Straight Talk: Will interest rates tank in 2024?

Worried that your #annuity will suffer if interest rates TANK?  Annuity Straight Talk's Bryan Anderson discusses the potential of rate drops/hikes/increasing inflation. https://www.youtube.com/watch?v=0QZkx6QbgSA&t=1s #inflation #indexedannuities, #annuities, #annuity, #ratehikes, #interest-rates, #will-interest-rates-tank, #stockmarket

Safe Money Trends: Is the US Economy About to Fail?

Created By The Macro Butler Via Zerohedge.com by The Macro Butler via ZeroHedge Contributed by Sean Sparkman, Pathfinders Wealth The key takeaways from the FED's SEP are that it raised expected real GDP growth to +2.1%, lowered expected unemployment rate to 4.0%, kept expected PCE inflation at 2.4%, and raised expected core PCE inflation to [...]

What is Indexed Universal Life Insurance and should you own it? Brian Swerdlow

One of the more controversial retirement income products, Indexed Universal Life Insurance (IUL) is a financial tool with potential benefits as well as possible pitfalls.  IUL is a favorite target of financial pundits who seem to either passionately hate it or think it is a gift of the gods.  There doesn’t seem to be a [...]

By |2024-03-06T03:39:10+00:00March 5th, 2024|Watch and Listen|

Brian Swerdlow: In 2024, Federal employees face long-term care insurance challenges. Are there alternatives to FLTCIP?

As the Federal Long-Term Care Insurance Program (FLTCIP) returns, many enrollees  find themselves facing tough decisions about their long-term care coverage. Brian Swerdlow   by Brian Swerdlow According to research from The National Active and Retired Federal Employees Association (NARFE), most FLTCIP participants are seeing substantial premium increases, some as high as 86%! These spikes [...]

By |2024-02-25T20:16:57+00:00February 25th, 2024|Watch and Listen|
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