Check the background of this investment professional on FINRA BrokerCheck
Skip to content
I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.
Why would well-educated, smart, successful, wealthy people buy life insurance? If somebody dies, there is plenty of money for the family. Life insurance for the wealthy is a tool with a multitude of uses.
We’re going to talk about some provisions of the term life insurance policy that many people have.
As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.
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.
The bathtub test: It is time to get serious about what’s going on with long-term care.
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.
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.
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.”
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.
