In today’s blog post and video, we break down how annuities can be abused by agents not held to a fiduciary standard. If you’ve ever wondered if you should be buying annuities on a regular basis then this video is for you. If there is one thing that we see all the time it’s … Read more about Annuity Case Study and What to Look Out for…
In today’s blog post and video, we break down how most annuities with all the fancy riders and big promises really work. Watch below to learn the truth. Oh annuities… If there’s one thing most financial experts are passionate about, its annuities. And no … Read more about Should you hate annuities, or love them?
Are you losing money on your savings accounts and CD’s because of low rates and inflation? Then this video is for you. Do you know how low interest rates affect you? If you’re like most retirees or future retirees at some point you’re most likely going to have to drive … Read more about Will Interest Rates Stay Low Forever?
New Charitable Contributions Strategy For Minimizing Taxes Using Your Required Minimum Distributions
Did you know that the way charitable contributions are claimed for retirees is changing? With the new tax plan in place many people could soon lose the tax advantages of their charitable contributions. Why? Just check out this article: under the Trump tax bill, you’ll probably … Read more about New Charitable Contributions Strategy For Minimizing Taxes Using Your Required Minimum Distributions
Do you know the consequences of paying off your mortgage in today’s interest rate environment? If not, then this video is for you. If your starting to live off your investments or are approaching retirement, then you’ll most likely have wondered if it makes sense to pay off your … Read more about Should You Pay Off Your Mortgage?
Do you know how much you’re paying in “hidden” fees? If not, then this video is for you. If you’re an investor then you’ve most likely asked this ultra-crucial question at some point in your career: “How much am I really paying in fees?” The problem is that many fees are hidden, … Read more about Are Hidden Fees Eating Away At Your Portfolio?
Ever wondered if a Roth conversion could help you get a "tax-free" retirement? When the Roth conversion came out it was all the rage. Advisors and investors clamored to take advantage of the tax loophole and jumped on the bandwagon thinking they "gamed" the system. Then they got … Read more about Should you do a Roth Conversion?
Retirement planning can be overwhelming and downright scary when you think of what could happen if you run out of money. But that's only one risk. Losing spending power as you age can be just as dangerous. That's why strategies like this are so important. We need to look at retirement … Read more about How to Make Your Money Last in Retirement