legacy

What to do if you have a 401(k) or IRA and want to leave a legacy

By Teresa Kuhn, JD, RFC, CSA Living Wealthy Financial If you're like many Americans, you have money in your 401(k) or IRA plan.  That’s a good thing, especially if your employer matches all or part of your contribution.  Qualified plans and Social Security form the foundation of many retirement strategies. If you have children or [...]

By |2023-10-16T22:08:43+00:00October 16th, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement, Taxes|

Andrew Winnett: Setting a higher bar for strategic retirement planning.

I had a chance to sit down with Andrew Winnett, founder and Principal of Retirement Renegade (formerly Legacy Builders Financial) to discuss why he decided to change directions and take his full service financial firm nationwide.  If you are a retiree looking for a firm you can trust and who will always act in your [...]

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/

Have you thought about an annuity for estate planning?  Here’s how to choose the optimal product for your estate plan.

by Robert Messinger Regardless of your current financial situation, discovering more about the estate planning process is always a wise idea. After all, few of us leave this earth with nothing, and most want to ensure that our heirs, not the state, get our assets. One powerful but sometimes overlooked tool for estate planning is [...]

By |2023-08-07T16:15:02+00:00August 3rd, 2023|Leave a Legacy, Protect your wealth|

Would you rather be a “Vanderbilt” or a “Rockefeller”?

By Teresa Kuhn, JD, RFC Living Wealthy Financial Arguably the most well-known moneyed dynasties in American history were the Vanderbilts and the Rockefellers. Both families gained notoriety for the vast fortunes they amassed via shrewd business maneuvers, their philanthropic gestures, and of course for family drama and scandals. One of these families, however, was able [...]

By |2023-07-26T15:48:30+00:00July 25th, 2023|Investing, Leave a Legacy, Protect your wealth, Taxes|

Caution! Don’t get stuck with a “just-in-case” retirement plan, with Jerry Yu

Do you have a "Just In Case" Retirement plan?  If so, that's something you definitely don't want.  Discover how to move from "just in case" to "as prepared as possible" in this short video from California's most trusted financial advisor, Jerry Yu. Discover more! Jerry Yu Reign Financial - The Family Money Doctor Check my [...]

By |2022-12-20T05:12:24+00:00October 30th, 2022|Leave a Legacy, Protect your wealth|

Jerry Yu: How do you use life insurance in estate planning?

In this short , but info-packed video, Orange County, California's top financial expert, Jerry Yu, explains the hows and whys of using insurance in your financial planning.  If you are concerned about protecting what you've worked so hard to accumulate and create multi-generational wealth, then you'll definitely want to listen to what Jerry has to [...]

By |2023-01-20T19:21:20+00:00October 30th, 2022|Leave a Legacy, Watch and Listen|

Jerry Yu: How multigenerational wealth is and isn’t created.

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 |2022-10-23T17:56:19+00:00September 13th, 2022|Investing, Leave a Legacy, Retirement|

Safe Space Podcast: Meet the South’s Most Diligent Retirement Planner: Kenneth Reeves

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 [...]

By |2022-09-26T01:05:02+00:00September 1st, 2022|Leave a Legacy, Protect your wealth, Retirement, Watch and Listen|

Renee Chamberlain: Could your inheritance get HIJACKED?

Inheritance "hijacking" is on the rise. How can you protect yourself? "In the next twenty years, Americans stand to inherit more than $100 trillion. Unfortunately, some rightful heirs will never see a penny of their inheritances."- Renee Chamberlain   By Renee Chamberlain While it may seem like the script for a made-for-television movie, [...]

By |2022-09-26T01:35:58+00:00August 26th, 2022|Lifestyle, Protect your wealth|
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