Have You Had a Financial Check Up Lately?
How often should people be reviewing their estate plans and estate plan documents?
Premium Financing? What is That?
I want to introduce a concept that has become popular over the last few years since interest rates have gone down. It is a concept called Premium Financing, with which wealthy people can acquire needed life insurance liquidity for trusts set up for their families.
Can Seeing Really Be Believing?
Sometimes we believe certain things are true just because that’s the way that everyone else seems to believe. What if something wasn’t right, or could be better, but you can’t see it? Would you want to know about it?
The Basics on Annuities
Today I wanted to introduce a video called the “Basics on Annuities”. Enjoy this short, two minute video on fixed annuities and let us know if there is anything we can do to help educate you on how annuities might be something to be considered as part of your retirement plan.
Mortality Credits and Guaranteed Income
Retirement planning for people over the last 5-6 years has become a little more challenging than it used to be. People are now more cautious with their money, and their focus on generating guaranteed income for life is becoming a greater necessity.
The Importance of Planning for Long Term Care
Today I want to introduce a video that was posted on the Life Website. The video talks about a family and long term care. It’s an interesting story and highlights the challenges that many people face.
The New Strategic Wealth Advisors Network
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.”
529 Alternative
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.
The Efficiency of Money
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.
Which Do You Insure, the Goose or the Golden Egg?
Today, I want to introduce a video that talks about disability insurance – - insurance to protect the goose.