by Yagel | Jun 7, 2023 | Featured Articles, Income
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...
by Yagel | May 31, 2023 | Featured Articles, Income, Market Insight
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...
by Yagel | May 31, 2023 | Featured Articles, Income
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...
by Yagel | May 30, 2023 | Featured Articles, Income
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...
by Yagel | May 24, 2023 | Featured Articles, Income, Market Insight
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...
by Yagel | Apr 3, 2023 | Featured Articles, Income, Social Security
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...
