The Golden Parachute Retirement Plan
What is a Golden Parachute when it comes to your retirement? Many people go sky diving to celebrate birthdays, anniversaries. They hire a...
The Four (4) Most Important Financial Questions?
What are the four (4) most important financial questions regarding retirement planning? 1)What % interest rate do I need to make on my...
Give Yourself a Break!
Buy low and sell high on your own, with your retirement funds? Sounds easy until the algorithms or the one morning you sleep in, suddenly...
Unveiling the Secrets of Fixed Index Strategies: A Guide for Retirees
Retirement planning can be a daunting task, especially when it comes to choosing the right investment strategies to secure your financial...
Must Ask Questions for Retirement Planning
What are the questions people ask most about maximizing their retirement resources when they must rely on them for consistent income?...
Cash Value Insurance Basics for Retirement Planning
Todd Boddy, RICP, was the featured guest speaker of Professor Kevin Suber, PhD, of a Collin College Banking and Finance class discussing...
Tax Advantages of Cash Value Life Insurance in Retirement Planning
Life insurance is back in vogue as a mainstream of retirement planning. (Not the cheap term stuff, that's like crossing the Atlantic in a...
Open Borders, Debt Bomb, & Magnificent Seven
As the ancient Biblical prophet Jeremiah examined the political, social, and moral landscape of his 6th century B.C. country, he was...
Participation Rates Up for Fixed Indexed Annuities
Following the Fed rate hikes, the Participation Rates, cap rates, in general, for fixed indexed annuities, from annual point to point all...
It's All About Consistent Pay Checks
How can you guarantee a pay check every month, year after year despite the economy, politics, inflation, etc? Maybe have it increase with...
