by Brian Swerdlow Anchor Financial If you're nearing retirement, you may be considering purchasing an annuity to provide more safety and stability to your portfolio. Indeed, an annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years. However, annuities, while they are indeed a powerful tool [...]
Authored By John Manganaro, Think Advisor What You Need to Know Dave Ramsey sparked an uproar by arguing that retirees should invest and spend much more aggressively than researchers suggest. Some well-known financial planners criticized the national personality's argument for 8% withdrawals and a 100% stock allocation. Income experts hope that the ongoing debate will focus attention on [...]
Annuity Straight Talk's Bryan Anderson discusses his methods of selecting the best annuity (MYGA). There are a ton of annuity varieties out there and it can get confusing. This video will help you discover how to evaluate your options and avoid making a mistake with your retirement . https://www.youtube.com/watch?v=okwK8aIET6c&t=128s
"When you pass away, do your Social Security checks go away too?" If you're like most people, you're dreaming of the day when you'll no longer have to spend hours sipping lukewarm coffee during horrific commutes, when you can finally kiss your job (and maybe your boss) goodbye and enter your golden years. If so, [...]
Renee Chamberlain helps her clients eliminate the debt that is dragging them down and making it impossible to save for retirement. After you watch this short video and are thinking about it later, make an appointment with Renee by going here: https://renee-chamberlain.debtactionplan.com/intro https://www.youtube.com/watch?v=56_f2iQd1vY&t=18s
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 [...]
By Brian Swerdlow Even younger workers dream of the day when they are no longer bound to a work routine that can be unfulfilling and exhausting. Many Americans under 65 picture a day when they are free from the grind and can explore the world and pursue their passions. Unfortunately, as many younger Americans watch [...]
Authored By Bryan Anderson, Annuity Straight Talk I started learning about annuities by searching online, just like you. There’s more information available now but that doesn’t mean it’s good or accurate. Much of what you see is sales-oriented, or meant to entice you to buy something. Whether it’s the right thing for you is not the [...]
by Jerry Yu Reign Financial What is the velocity of money? Many years ago, philosopher David Hume and other thinkers developed what's known as the "classical theory" of inflation. This theory introduced the idea that increases in the money supply were the leading cause of inflation. However, as I will point out in this article, [...]
By Jerry Yu "The Family Money Doctor" Working people in the United States face a significant and growing retirement savings gap. By some estimates, over 57 million US-based workers cannot access an employer-based retirement plan. Several states have implemented what are known as Automatic Individual Retirement Account (AUTO-IRA) programs to resolve this issue. The goal [...]
By Brian Swerdlow As you enter your retirement years, enjoying travel, dinner dates with friends, and spending more time with family, you may think your chances of being audited by the IRS are low. After all, why would the IRS scrutinize tax returns filed when you no longer have a job? Generally speaking, that's a [...]
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 [...]
