Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and. . .
Most of our Veterans and their widows are unaware of all the benefits that are available to them through the Veterans Administration. Nearly two million Veterans or their widows are. . .
If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability. Determined by the fair market value of qualified retirement accounts, a Required Minimum. . .
Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.” Most. . .
Learn the miracle of compound interest and harvest the benefits! We’re just past the halfway point in the year, and around this time of year I often get asked: “Casey,. . .
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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .
Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college? Don’t feel alone, and many Baby Boomers are experiencing precisely. . .
I am not a tax attorney, nor do I play one on TV. I am, however, a financial guide who understands the need for thorough, complete estate planning. In recommending. . .
Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from. . .
One of the biggest concerns my prospective clients have when researching annuities is accessibility. As big as a myth that this is, the reality is, annuities have more liquidity features. . .
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