by admin | Apr 10, 2019 | Uncategorized
BIG CHANGES WITH THE TAX CUTS AND JOBS ACT ………………………………………………………………………………………………… The following is fully-fleshed out script for the 3 minute news segment you see above. QUESTION: What are some of the biggest changes this year with the TAX CUTS AND JOBS ACT? ANSWER: ...
by admin | Jan 10, 2019 | Financial Planning, Retirement Income
UltraFICO Score Do you wish you could get lower interest rates on credit cards or loans? Be careful what you wish for, because with a new pilot program known as UltraFICO—you may soon qualify for better rates. What’s changed? For more than 30 years, your credit score...
by admin | Dec 18, 2018 | Financial Planning, IRA, Retirement Income, Retirement Planning, Tax Planning
Your 2019 Retirement Planning Guide Retirement Tips for All Stages of Retirement Staying on top of your retirement should be a cake walk. Easier said than done. We all know that when it comes making financial decisions, it’s always advisable to stay in the know as...
by admin | Oct 8, 2018 | Financial Planning, IRA, Retirement Income
Have You Considered the Stretch IRA? They say it’s possible to provide a wealth stream for your heirs that can potentially last a century or longer through an IRA. Not just an IRA, a special type of IRA called a Stretch IRA. When planned wisely and set up...
by admin | Sep 27, 2018 | Annuity, Financial Planning, Retirement Income
Scenario: Amy and Ben are not sure if they will outlast their income in retirement and want to leverage financial products that can generate a secure and consistent income stream. In order to help Amy and Ben, the first thing we might do is collect some basic...
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