Annuities
Three Tips for Building Family Wealth
Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.
July 6, 2020
Archive
IFG Viewpoint & Outlook
The Investment Model And It’s Amazing Hidden Powers.
Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.
May 18, 2020
IFG Viewpoint & Outlook
Would You Build A House Without a Blueprint?
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
May 4, 2020
Annuities
How Social Security and Pensions Might Impact How You Arrange Your Nest-Egg.
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
April 30, 2020
Economy
Are the Markets On Their Way Back?
Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.
April 20, 2020
IFG Viewpoint & Outlook
April 6, 2020
IFG Viewpoint & Outlook
March 18, 2020
IFG Viewpoint & Outlook
March 10, 2020
Family Issues
The SECURE Act Is A Financial Planning “Game Changer”.
This major change will bring in $15.7 billion in tax revenue by 2029, according to the joint committee on taxation in their report on the bill, H.R. 1994. And, guess whose money they want? Yes, yours.
February 26, 2020
Charitable Giving
The Stretch IRA is Gone. Now What?
The SECURE Act has changed the game, especially for parents who were planning on leaving substantial nest-eggs to their kids, with the elimination of Stretch IRAs. Uncle Sam may be the biggest beneficiary.
February 8, 2020