Articles By Lyle Boss

Lyle Boss, a well-known asset protection educator, has helped thousands of seniors navigate their financial retirement options.  With individuals retiring earlier and living longer, retirement income is a significant area of concern for maturing Americans.  His clients include government employees, teachers, physicians, farmers, and business executives, to name a few.  Not one of his clients has lost money in a market downturn.
June 5, 2024

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Spousal Social Security benefits may significantly boost retirement income, but understanding the rules is crucial to making the most of them. Here’s a comprehensive guide to help you navigate the. . .

May 2, 2024

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The world of financial planning is filled with complexities, and often, popular products get painted with a broad brush of negativity. Annuities are a prime example, sometimes dismissed as a. . .

April 12, 2024

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Fixed annuities offer the promise of reliable income, but like any financial product, the devil is in the details. Understanding the nuances of payout options, interest rates, and contract terms. . .

March 28, 2024

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You are not alone! As individuals approach retirement, the fear of having enough money to sustain their desired lifestyle becomes increasingly palpable. The uncertainty surrounding economic conditions, market fluctuations, and. . .

February 27, 2024

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Disclaimer: Please consult an authorized or licensed professional before making any final decision.  Social Security can be a helpful part of your retirement planning but make sure you fully understand. . .

January 19, 2024

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Disclaimer: The article below is to provide very basic information about Social Security.  It is important you seek licensed and authorized professionals before making any final decision. Do not make. . .

December 8, 2023

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Why Annuities Matter While the stock market is often lauded as a crucial engine of economic growth and wealth creation, its inherent volatility can cast a long shadow, extending beyond. . .

November 7, 2023

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Annuities offer a unique financial solution for those who seek stable, long-term income, especially during retirement. They serve as an excellent vehicle to diversify one’s investment portfolio and create a. . .

October 25, 2023

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Annuities often come with a myriad of misconceptions that might deter potential investors. But it’s essential to sift through the misconceptions and understand annuities’ true nature and benefits. Let’s debunk. . .

September 21, 2023

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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. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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