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- Planning for Going from ‘We’ to ‘Me’
- Collateral Assignment: Banking on Your Life Insurance Policy
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- The Facts of Life Insurance
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Category Archives: 401K’s & IRA’s
Who Benefits from YOUR Retirement Account? In this episode, Kim D.H. Butler and NO BS Money Guy Todd Strobel tell the real story of the qualified retirement plan. Who really benefits? Which types of plans give you the most freedom … Continue reading
The following article is reprinted with permission from Tom Wheelwright’s Weekly Report. Tom Wheelwright, CPA, is one of the nation’s leading tax advisors for investors and entrepreneurs. Also a well-known speaker and educator on wealth, tax reduction and asset protection, … Continue reading
“I would blow up the system and restart with something totally different.” – Ted Benna, “father” of the 401(k), as told to MarketWatch.com As investors start to educate themselves about investing, many begin to realize that their 401(k) might not … Continue reading
My Conversation with Elder law Attorney Nicole Wipp on the Smart Planning 101 Podcast “Financial Planning Does Not Work.” – Nicole Wipp Nicole Wipp of the Smart Planning 101 Show is an Elder Law Attorney who grew up in a … Continue reading
“When we leverage, we aggregate and organize existing resources to achieve success.” – Richie Norton, The Power of Starting Something Stupid. When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – … Continue reading
“Busting the Retirement Lies makes a compelling argument that we’ve been thinking about aging all wrong… and not just financially speaking.” – Nelson Nash, best-selling author of Becoming Your Own Banker It’s Time to Re-Think Retirement! Is this idea of … Continue reading
“Target-date funds… are the lazy investors dream.” -The “Buy Like Buffet” blog If you’ve been following our blog, you’re aware that we’re not big fans of target-date funds.They have suffered from poor market performance, higher-than-necessary fees, and other substantial problems … Continue reading