In this video "bucket list banker" John White shares a solid, sound and proven technique for saving money for your retirement plan. In fact, this strategy is 150 years old and is used by many top companies and affluent clients. This "pay yourself first" approach to retirement planning works... … Read more about Life Insurance and Your Retirement Plan
How should you invest for retirement? And what is the best investment to make for your retirement? In this short but powerful video you'll discover a number of financial myths about saving for retirement, including how hidden fees and expense ratios can erode your retirement savings, and how the … Read more about What is the Best Investment for Retirement?
Given all the news regarding the banking industry, Wall Street and the big bonus scandal, I want to start off this article by stating that my opinions regarding Roth IRAs are completely unbiased. And personal. I am NOT in the investment field (thank goodness). And whether or not you take my … Read more about Why You Should Have a Roth IRA Account
To understand what universal life insurance is, we need to discuss the two basic types of life insurance policies. They are: permanent life insurance, and term life insurance. Term life works by guaranteeing a set premium amount for a set number of years. So the "term" is not how long the … Read more about What is Universal Life Insurance?
It may seem odd, even a bit out of place, to suggest that a fixed annuity may be a good fit for your retirement plan. After all, a 403(b) already provides you with tax deferred gains (as do all qualified plans), so why put an annuity within them? In other words, how is this a good investment … Read more about New Fixed Annuity for Your 403(b) Retirement Plan