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...
by admin | Sep 17, 2018 | Financial Planning, Insurance, Retirement Income
Scenario: James and Linda want to look into their current life insurance policy to see if they can do better. In order to help James and Linda, first we would need to extract some data from them about their current life insurance. Questions We Might Ask: How...
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