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Retirement Planning with Life Insurance
When it comes to retirement planning, most people think of traditional retirement savings vehicles like 401(k) plans, IRAs and Social Security benefits. Many times, we gloss over life insurance products, as they may not be an obvious solution for retirement income...
A New Retirement Income Strategy Emerges
When it comes to retirement planning or income planning, many Americans subscribe to one of two approaches. The first suggests that you take around 4% from your stock/bond portfolio each year as income. The second suggests that you place a significant portion of your...
What Is Indexed Universal Life Insurance and How Does It Work?
This permanent life insurance provides a death benefit to your beneficiaries but also offers a cash-value component that can grow over time. Life insurance is often put into two groups. You’ve got term life insurance, which has no cash value unless you pass. Or you’ve...
How A Comprehensive Plan May Be Able To Replace Your Current Advisor And Save You Money
According to the Modern Portfolio Theory, it’s hard to beat the market. If MPT is right, then it shouldn’t be surprising to see headlines like, “New report finds almost 80% of active fund managers are falling behind the major indexes.” This naturally begs the...
New Book Challenges Traditional Retirement Plans and Strategies
Traditionally, retirement planning revolves around a stock/bond portfolio that is focused on growth, suggesting you take around 4% as income each year. Other traditional strategies include funding a dividend portfolio or funding and annuitizing a fixed or fixed income...
Four Historical Patterns in the Markets for Investors to Know
Market performance regularly runs a gamut of annual dips and flat cycles to corrections and crashes. Investors who know the patterns can set reasonable expectations.After a few great years of positive returns, it can be easy to forget the reality that markets don’t...
Social Security Optimization If You Save More Than $250,000
If you have less than $250,000 saved for retirement, chances are your Social Security retirement benefits could be the main source of your retirement income. If this is true, then you may want to consider working as long as you can, or until age 70, and delay your...
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CREATE A RETIREMENT PLAN DESIGNED TO LAST LONGER THAN YOU
HOW TO RETIRE ON TIME
In this book, you'll discover:
This book is a marketing publication for Kedrec, LLC