Cash Value Life Insurance Retirement Income
Learn how cash value life insurance retirement income works, where it fits, and the trade-offs for tax-efficient, protected income planning.
Category: Retirement
Four Cornerstones of Total Well-being
Four Cornerstones of Total Well-being I’ve been thinking about this topic for a while now. Getting this right can attract great fortune to your life. The more “well” you are, the better decisions you will make in life. The better decisions you make, …
Safe Money Investments
What are Safe Money Investments? The definition of “a safe money investment” is money you cannot afford to lose. I believe that the money you’ve saved for retirement (or are currently saving for retirement) is money you can’t afford to …
How Much Do I Need to Save For Retirement
“Workers Saving Too Little To Retire” The above title is from an article that appeared in the Wall Street Journal March 19, 2013. As a financial consultant, I am drawn to such articles. I know from 20 years of experience that …