Secure Retirement StrategiesIdeal Time for a LIRPWe are in unprecedented times due to Covid-19. Many individuals are very concerned about their health and finances. During this time…Apr 1, 2020Apr 1, 2020
Secure Retirement StrategiesThe Guaranteed Income Annuity Bucket$122,000 guaranteed income…FOR LIFE!Mar 6, 2020Mar 6, 2020
Secure Retirement StrategiesThe 4% Rule: Fact or FictionThe 4% rule is a retirement guideline that says you can withdraw 4% of your portfolio every year without ever running out of money.Feb 21, 2020Feb 21, 2020
Secure Retirement StrategiesWhat if they take away the LIRP?The government is known to manipulate tax law to their advantage. Just recently, they enacted the SECURE Act, in efforts to get more tax…Feb 7, 2020Feb 7, 2020
Secure Retirement StrategiesThe SECURE ActThe SECURE Act has officially just passed and is now implemented. On our podcast this week, Marc Smith talks about what it means for you.Jan 10, 2020Jan 10, 2020
Secure Retirement StrategiesHow we are different?On our podcast this week, Marc Smith recounts an encounter he had with a potential client earlier in the week. The client has money with…Dec 13, 2019Dec 13, 2019
Secure Retirement StrategiesA Sample Case StudyOn this week’s podcast, Tom Yeutter reviews a case that we put together for one of our clients.Nov 15, 2019Nov 15, 2019
Secure Retirement StrategiesTaking advantage of record high stock marketThis week, the stock market hit record highs thanks to strong earnings reports and advances in the US/China trade deal. For the year, the…Nov 1, 2019Nov 1, 2019
Secure Retirement StrategiesThe Power of the LIRPTurbo charge your financial plan with the LIRPOct 11, 2019Oct 11, 2019
Secure Retirement StrategiesCountering low interest ratesYou can counter our current low interest rate environment with what we call the ‘Trifecta.’Oct 4, 2019Oct 4, 2019
