Basic Estate Planning is for Everyone It’s a common misconception that estate planning is exclusively for the ultra-wealthy, a reserve of the high-flying CEOs and multi-millionaires. This idea could not. . .
Rethinking Retirement: Why 70 Is the New 65 Gone are the days when turning 65 meant you were on the cusp of retirement. For many Americans today, the retirement landscape. . .
Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you’ve been looking for a financial planning tool to help you secure a stable future, you might. . .
The Key to Lifelong Happiness Retirement marks a significant life change going from the accumulation phase to the distribution phase and is often accompanied by dreams of leisure, travel, and. . .
As it applies to our daily lives, the word ‘structure’ normally has a positive connotation. Merriam-Webster defines the word as a “coherent form or organization.” In a world that seems. . .
The Three Pillars of Retirement Money Management: Income, Liquidity, and Legacy Before diving into the importance of legacy, let’s briefly touch on how money functions in retirement. There are three. . .
Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a. . .
Meet George Herman Ruth, The Sultan Of Swat, a baseball legend who made wise financial moves. He secured his retirement during the Great Depression using annuities, notching a win in. . .
Annuities are financial contracts provided by insurance institutions that can guarantee steady income in retirement. This makes them an essential part of financial planning for many retirees. By allowing individuals. . .
Financial Goals Meet Life Goals Retirement planning is more than just crunching numbers, setting financial goals, and choosing suitable investments—it’s about planning for a new phase of your life! When. . .
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