A Look at Retirement Investing

Many individuals who are retired are considering shifting their investments around due to many different reasons:  fear of an unstable stock market, selling a home, moving to a retirement center, or spending more than is in a 401(k).  How each fear is looked at depends on several different factors such as savings, monthly income from … Continue reading A Look at Retirement Investing

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Investing for Retirement: Biological Age Versus Chronological Age

The traditional method for retirement investing is based on a person’s chronological age. However, with changes in how aging is perceived, consider using biological age to determine the amount of money needed for retirement. Biological Age What exactly is a person’s biological age?  First, let’s begin with chronological age.  This is the normal way to … Continue reading Investing for Retirement: Biological Age Versus Chronological Age

Smart Investing with Private Place Variable Annuities

Wealthy individuals and families who are interested in investments that are tax-efficient are more commonly drawn to Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Investment Accounts. There are typical investment planning reasons for using of these types of accounts. Private Placement Variable Annuity Investment Accounts In order to defer income … Continue reading Smart Investing with Private Place Variable Annuities

4 Critical Steps in Creating, Protecting, and Preserving Wealth

Most Americans spend their entire careers saving money for retirement. Unfortunately, those same people may spend up to 40% of their earnings on taxes, dramatically impacting retirement funding. There are many options available for retirement planning that minimize the impact of taxes, helping you to build wealth faster and easier than ever. It is also … Continue reading 4 Critical Steps in Creating, Protecting, and Preserving Wealth

Predictions in Retirement Planning for 2017

Planning for your retirement is an important step you must take. Your goal in planning is to maximize savings for when you retire, covering the costs you will face when you’re no longer earning a regular paycheck. There are many tools and strategies available to help you secure a stable retirement. Avoiding risks and accomplishing … Continue reading Predictions in Retirement Planning for 2017