retirement planning

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 |2022-10-30T17:19:46+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 |2022-10-30T17:04:38+00:00October 30th, 2022|Leave a legacy, Watch and Listen|

Will increased taxes impact your retirement?- Ken Reeves weighs in.

Authored By Kenneth Reeves, Apex Financial By Kenneth Reeves The so-called “theory of decreasing responsibility” says that although many seniors will have decreased income levels when they retire, they will also have fewer expenses and lower taxes. I call baloney on both these ideas. When clients come to me, they often believe that they will [...]

By |2022-10-30T00:34:11+00:00October 30th, 2022|Retirement, Taxes|

Ken Reeves: How do you retire during a recession or market downturn?

Authored By Kenneth Reeves, Apex Financial How does one retire during a recession or market downturn? In retirement, timing is everything, as it is in much of life. While attempting to retire during a financial downturn may seem unwise, many people may not have another choice.   By Ken Reeves Those who want or need [...]

By |2022-10-08T16:52:29+00:00October 8th, 2022|Protect your wealth, Retirement|

Birmingham, Alabama Advisor Ken Reeves Launches New Podcast

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 [...]

By |2022-10-23T17:52:00+00:00September 25th, 2022|Money News, Watch and Listen|

George Politarhos: Seniors Must Design and Customize Their Retirement Asset Allocations

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 [...]

By |2022-09-26T00:07:27+00:00September 18th, 2022|Federal employees, Investing, 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|

Teresa Kuhn: Do you have a “financial response team”?

Reach out to me now at 800-382-0830 "It's scary right now in the economy. That's why you need an advisor who stays in touch and keeps track of what's happening in the world."- Teresa Kuhn by Teresa Kuhn Suppose you're like most people within 5-7 years of retirement. In that case, you're probably [...]

By |2022-09-26T01:34:03+00:00August 27th, 2022|Investing, Protect your wealth|

Deal or no deal? Options to reduce risk in retirement- Lawrence Castillo

By Lawrence Castillo From 2005-2019, one of the most popular programs on television was Deal or No Deal, hosted by comedian Howie Mandel. In this program, a contestant would choose one of 26 numbered briefcases at the start of the game. An identically-clad, glamorous model carried a briefcase filled with cash ranging from one cent [...]

By |2022-10-26T00:34:20+00:00August 25th, 2022|Protect your wealth, Retirement|
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