Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
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One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
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Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
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This interview with Mark Mrky I did as part of my Wealth Summit series of interviews. Mark is a...
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Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...
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Variable annuity leader Met Life fined Go figure! In our last blog on variable annuities...
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How do variable annuities work? Let’s start with “what is a variable annuity?”...
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What is term life insurance? Term life insurance is exactly what the name implies. It’s life...
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3 reasons you need an umbrella insurance policy Protecting your family is most people’s top...
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Every once in a while I get this “bank on yourself” concept creeping out of the woodworks. Usually...
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