When Planning For Safety Consider The Alternatives

“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a top-rated show on public broadcasting called ‘Retire Safe and Secure.’ Ed’s message about retention is in sync with the current preference among retail investors for [...]

By |2020-01-09T21:40:05+00:00December 19th, 2019|Financial Planning|

Which Life Insurance Policy Should I Choose

Confusing information about selecting life insurance is normal. The reality is that there is never one type of anything that fits every situation. For example, would you like to see your barber or hairdresser and have the same haircut as the man or woman before you? When you go out to eat, is there only [...]

By |2020-01-09T21:53:54+00:00December 18th, 2019|Insurance|

Top 7 Retirement Planning Mistakes To Avoid 

Retirement decisions can be confusing and complicated. Many people make too many mistakes when it comes to decisions that can affect their important retirement period. Listed below are 7 retirement mistakes, possibly you can avoid them. Searching for jobs later in life:  Many people forgo proper retirement planning thinking they’ll be able to offset retirement [...]

By |2020-01-09T21:57:03+00:00December 17th, 2019|Retirement Planning|

The New Corporate Business Plan: Outsource Pension Liability And Improve Profits

I can remember the first company I worked for, a national airline. It was 1966, and I was a freshman in college. I loaded airplanes with bags, handled air freight, and waited on passengers. I loved my first job and I loved the company. To see them now is an exercise in disgust; the airline [...]

By |2020-01-09T21:58:08+00:00December 15th, 2019|Retirement Planning|

It Is Not If But When

"It's not "if," but when..." According to the National Bureau of Economic Research, as of July 1, 2019, the U.S. is officially in its longest expansion ever. For over 120 months, the economy has been growing. However, in recent weeks, there have been signs of a potential slowdown. While I tend toward optimism, I do [...]

By |2020-01-09T22:00:14+00:00December 13th, 2019|Retirement Planning|

Legacy Abitrage

Use Legacy Arbitrage to extend benefits to heirs Definition of 'Arbitrage' from Investopedia "The simultaneous purchase and sale of an asset to profit from a difference in the price. It is a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms. Arbitrage exists as [...]

By |2020-01-09T22:03:26+00:00December 12th, 2019|Estate Planning, Uncategorized|