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Today I want to introduce our new company, Strategic Wealth Advisors Network, LLC or what we call SWAN. S.W.A.N. stands for Strategic Wealth Advisors Network, but really it is also an acronym for “Sleep Well At Night.”
Today I want to introduce to you an insurance product that opens up a world of opportunity for people to protect their wealth against the cost of long term care.
Today, most people are saving money for college, using 529 plans. 529 plans have some nice tax benefits and some great advantages. These plans have become the most popular way people save money for college. Today we want to introduce to you an alternate way to save for college.
Americans are trying to save money for retirement. People are trying to find the best way to do that but many are confused as to where their money should go.
Today, I want to introduce a video that talks about disability insurance – - insurance to protect the goose.
Today, I want to introduce a couple of videos by Suze Orman, the well-known financial media mogul. Suze has never been a big proponent of insurance products and long term care, however in these videos she shares her real life experience with her mother who is in need of care that is supposedly costing $25,000-$30,000 a month for home nursing and round-the-clock care.
This article from USA Today’s American Life Magazine Highlights the need to prepare for the future, by considering the purchase of Long Term Care Insurance.
Years ago most companies would provide retirement plans that guaranteed an income for the rest of your life. These plans were called Defined Benefit Pension Plans and when you retired they gave you a percentage of your income for the rest of your life. Many of these types of pensions have gone away, replaced by a 401K where employees put their money into the stock market for the most part.
Taking care of first things first, our prior blogs talked about the importance of the Protection and Savings levels of the model. In the fifth and last part of our Financial Organization series, we deal with the third level, Growth.
In our last blog, we talked about the logical process of dividing each of the three model areas, Protection, Savings and Growth, into nine sub-areas, or “drawers”. We also listed all the common errors in the 9 Protection Drawers. In this blog, we are going to take a look at the common mistakes in the Savings drawers.
