Market Gone Wild? Protect Your Retirement with Annuity Rollovers
Don’t let market volatility derail your retirement plans. Explore your rollover options and take control of your financial future.
Financial Planning
Long-Term Care Reimagined: Unlock the Advantages of Hybrid Policies
We all deserve to age with a little bit of style and a whole lot of peace of mind. Here’s a plan that makes this dream possible without breaking your bank.
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Main Idea / Thesis: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is an underrated tool for building… Read More »Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Main Idea / Thesis: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offering a… Read More »Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps