An excellent article in The New York Times Sunday Review
“But when it is a choice, the likelihood of choosing more time over more money — despite the widespread tendency to do the opposite — is a good sign you’ll enjoy the happiness you seek.”
Given the choice between more time or more money, which would you pick? For a beach vacation, you might pay more for a direct flight to gain a couple of extra hours getting sand between your toes. Read More…
Also published on Medium.
High net worth people tend to appreciate value and typically want life insurance protection for life. Permanent life insurance (sometimes referred to as whole life…
Watch out for these common retirement threats to your nest-egg. Follow these risk proof retirement tips: Longevity Risk: Considered by many to be the most…
What is the difference between bonds in retirement and annuities? The Wall Street Journal described income annuities as “super bonds”. Within the backdrop of retirement…
Indexed Annuities are great vehicles to provide guaranteed lifetime income in retirement. You can never lose principal and income is paid for life. Considered by leading economists and retirement centers to be the safest way to create and protect retirement assets, indexed annuities can be 100% liquid from day one.
How To Save Your Retirement? Also published on Medium.
Confused about the changing estate tax? We can help you plan.