Most savers have some money in a 401K or a 403B. But is it possible to put too much money into your 401k🤔? What if it could cost you 40% of the money you saved or more? When would you want to know? In this video we discuss the answer to that question We also […]
Should I save all my money in my 401k or 403B? Read More »
If there was an asset where you could grow your money without market risk and still get competitive tax free growth would you want to know. We discuss the asset class that accomplishes this in the video below. We also discuss the right and wrong way to set one up Subscribe for FREE content Want
How To Use Life Insurance To Create Retirement Income Read More »
If you want to protect your retirement it is important to have a strategy for long-term care. What Is Long Term Care Risk? It is the risk that you or your mate would be required to spend down your assets because of one or both mates needing the care of a nurse either at home
Long Term Care: The Risk It Presents To Your Retirement. How To Protect Against it. Read More »
If you have done any significant saving you may feel like you are on top of the world…… ok but really retirement planning has often been compared to climbing a mountain. The climb up is likened to the accumulation of funds and the climb down has been compared to the distribution of that money. (You
What is Sequence of return risk? Why Does it Matter Read More »
How much of your nest egg can you spend each year without running out of money in retirement? Most people would answer this way; if the market averages 7% or 8% then I should be able to withdraw that much and live off the interest. This logic could work if the market produced 7% or
What is the 4% Rule and why it matters? Read More »
