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Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025 includes Howard Bailey! Keep Reading...
Forbes
Weekend Reading: The Surprising Power Of A Singular Priority In Money and Life
You likely hold a variety of things near and dear to your heart, but if you had to choose one focus – one priority – what would it be?
Weekend Reading: With Interest Rates Near Their Peak, Fixed Index Annuities Are Worth a Closer Look
Amidst today’s record-high interest rates, you have an opportunity to explore investments that might be better suited for this environment. While certificates of deposit (CDs) and fixed annuities are common suggestions, there's another option worth considering: A fixed index annuity.
Weekend Reading: Scared to Spend: Overcoming the Retirement Cycle of Fear
Your retirement should be a purposeful and fulfilling phase of life, not one to be feared. By taking on an intentional approach to your retirement strategy, you’re more likely to build a Job Optional life and to gain the financial confidence you deserve.
Weekend Reading: What Is a Major Advantage Of Separately Managed Accounts (SMAs)?
You may be able to leverage relatively new investment structures to improve your financial efficiency. Ensure you're exploring all of your options before settling.
Weekend Reading: Here’s The Full Story on Owning Annuities In IRAs
Your decision to buy an annuity through an IRA or a taxable account should ultimately depend on your unique financial circumstances and goals. Either way, it’s crucial you consider the pros and cons first.
Weekend Reading: How Hybrid Life Insurance Pays for Long-Term Care
Hybrid long-term care insurance offers long-term care coverage if needed or a death benefit if not used for care expenses.
Weekend Reading: 8 Things You Need to Know About Taxes Once You Reach Age 65
Ask yourself: Are you checking all the possible boxes to maximize your tax efficiency? Or is it time to roll up your sleeves and do some work?
Weekend Reading: Congress Says You Can Delay IRA Distributions, But it’s a Tax Trap
While SECURE 2.0 allows for delayed RMDs, it may not be in your best interest.
Weekend Reading: This Number Predicts Your Quality of Life in Retirement
Your income and cholesterol level are important numbers that lend to living a long, happy retirement. However, another number that can impact your longevity is your zip code.
Weekend Reading: Index Universal Life Can Enhance Retirement Income
If you’re considering the addition of cash value life insurance into your retirement plan for accumulation, it’s important to understand the differences between whole life insurance and index universal life insurance (IUL).
Weekend Reading: Four Ways Indexed Universal Life Insurance Can Present Powerful Savings
If you’re looking for an alternate route to grow savings in the midst of investment volatility, indexed universal life insurance (IUL) is a powerful option.
Weekend Reading: Is Financial Planning As Good As Couples Therapy?
When you make aligning on money a priority with your partner, you’ll be surprised to find the positivity it brings to many other facets of your relationship, including one of the biggest areas: Communication.