Have You Planned for Your Retirement? Part 1
Many people think that in life we need to accumulate a certain amount of money to be able to retire. Today we have so many factors that are making people aware of the need for retirement planning.
What is Your Bathtub Test Score?
The bathtub test: It is time to get serious about what’s going on with long-term care.
IRS Just Released Inflation Adjustments
Today I want to introduce to you the inflation adjustments just released by the IRS.
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 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.