RetirementSavvy

Latest Posts Under: Discussions

The following is a guest post from Chris Orestis, Executive Vice President of GWG Life, is an over 20-year veteran of the insurance and long-term care industries and is nationally recognized as a healthcare expert and senior care advocate. Concerns about healthcare are on the rise in the United States A recent Gallup poll revealed that Americans… Read Article →

The following is a guest post from Patrick Renn, author of Finding Your Money’s Greater Purpose. Patrick has been a Certified Financial PlannerTM for more than 35 years and holds a bachelor’s degree from in business administration from Villanova University and an MBA from Loyola College; and he is the past president of the Georgia Special Olympics. Patrick has… Read Article →

The following is a guest post from Rebecca Walser, a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth. Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. Beware the Tax Man You… Read Article →

Contrary to what some in the insurance industry would have you believe, I do not believe insurance products, in general, should be considered part of your retirement investment portfolio. Most life insurance, in all its various flavors (term, whole, variable and universal), comes into play after your death. Considering I plan to be alive during my… Read Article →

The following is a guest post from Beth Andrews, a CPA, Certified Financial Planner®, and founder of Networth Advisors LLC. As an experienced financial advisor, she specializes in the areas of retirement planning, retirement distribution planning, tax strategies, investments, and insurance. Few things make retirees more nervous than the possibility their savings could run dry. Women Live… Read Article →

The following is a guest post from Brett Sause, an 18-year veteran of the financial services profession. Brett is CEO of the Atlantic Financial Group, LLC;  and has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. When it comes to retirement – and to passing on whatever wealth you’ve accumulated… Read Article →

The following is a guest post from Susan L. Hickey, a financial professional at Your Own Retirement, LLC. She helps guide clients, many of which are single women or female heads of households, on the many facets of planning for retirement. Because of her advocacy Sue combines numerous elements of retirement income planning through the use… Read Article →

The following is a guest post from Eric Hutchinson, a certified financial planner with more than 30 years of experience in the areas of financial planning, investments, estate and tax planning. Hutchinson has professional affiliations with The Financial Planning Association, the Certified Financial Planner Board of Standards and the Investment Management Consultants Association. As Jodi walked… Read Article →

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