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 [...]
Are taxes poised to increase? What are the factors shaping the future of taxation? by Teresa Kuhn, JD, RFC Unless you're a tax attorney or CPA, you probably don't like talking about taxes. However, if you're like most people, you certainly realize their impact on your wealth and financial well-being. So, let me ask you, [...]
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 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 Teresa Kuhn While I firmly believe that a properly structured and optimized whole life policy is the cornerstone of effective financial planning, some people may benefit from another popular safe money product to their portfolio-the annuity. Baby boomers, Genxers, and Millenials are all nearing or in retirement. Unfortunately, many retirees and pre-retirees have had [...]
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Looking around at the economic turmoil we've experienced post-pandemic, it's easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite the chaos is an impossible [...]
By Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial 47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they'll need to maintain their comfortable lifestyles once they stop [...]
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial The concept of centralized global currencies has been around for some time now. However, this idea has raced from concept to reality as cash usage in the United States and globally continues to drop. Many people are eager to find alternatives to physical [...]
What are BOLI and COLI and how can they help business owners? "Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines." Teresa Kuhn. Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com An alternative to mutual funds, corporate-owned life insurance [...]
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com *Teresa's latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall. When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual Asset Strategy or DAS." A [...]
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 Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Suppose you're like most people within 5-7 years of [...]
Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses. First articulated by veteran real estate educators and [...]
