Protect Your Assets – Preserve Your Wealth

Protect Your Assets – Preserve Your Wealth

You want to protect your assets, but there are so many ways your hard-earned savings can be sucked right out from under you! In order to preserve your wealth, let’s look at just two of the ways you can be blindsided by your retirement plan. Market Losses:...
Wealth Management: A Better Approach

Wealth Management: A Better Approach

Is your financial advisor helping you build a custom designed comprehensive, coordinated, holistic lifetime wealth management plan that protects you and your assets… …or simply providing you with investment advice? This distinction is more important than ever because...
Blindsided by the Dominoes

Blindsided by the Dominoes

Most financial plans fail during the “decumulation” phase, primarily because retirees are blindsided by the domino impact of taxes. Over the past 25, 30, 35, 40 years you have likely been working with a money manager, financial advisor, or some type of financial...
Sense of Urgency

Sense of Urgency

Taxes will go up – you are running out of time to get ahead of the changes. 60 million Baby Boomers will retire by the end of this decade. They will go from paying into Social Security and Medicare to drawing on Social Security and Medicare. There...
Tethered to the IRS for life

Tethered to the IRS for life

95% of Americans are going to pay taxes the rest of their lives…even during their retirement years! Why? Because they will report INCOME on their tax returns. Why? Because their savings is in assets where the distributions are taxable. How much of your retirement...