RetirementSavvy

Posts Tagged: insurance

The Millennial Money Fix: What You Need to Know About Budgeting, Debt, and Finding Financial Freedom Paperback: 224 pages Publisher: Career Press (2017) Douglas A. Boneparth, seeing how the recession affected family and friends, wanted to invest in them so he founded Bone Fide Wealth, LLC, a boutique wealth management firm in New York City which specializes… 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 Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group. Dan has 18 years experience in the insurance and estate planning industry. Plenty of things can kill the romance in a relationship. But traditionally, money and all the complications that come with it sit near the top of the list. I’ve… Read Article →

The following is a guest post from Chris Orestis, CEO of Life Care Funding and a 20-year veteran of both the insurance and long-term care industries. Even as aging Americans revel in the splendor of their well-earned retirements they still harbor plenty of worries, such as outliving their savings. Considering Long-Term Care Near the top of… 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 →

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