Video: Life Insurance Can Generate Retirement Income Many people don’t know that a whole life insurance policy can be a source of income for retirement. With a whole life policy, your premiums don’t change, and coverage lasts for the rest of…
Is Tax Planning Missing in Your Retirement Planning?
Video: Is Tax Planning Missing in Your Retirement Planning? Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG! There are…
Is a Tax-Free Retirement Possible?
Video Tip: Is a Tax-Free Retirement Possible? A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize…
How to Set and Keep Financial Goals – Video
How to Set and Keep Financial Goals – Video Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include…
What is an Annuity and How Does It Generate Income?
Video Guide: What is an Annuity and How Does It Generate Income? What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually…
The 3 Stages of Your Financial Life
Video Tip: The 3 Stages of Your Financial Life What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth, and the third stage is managing…