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 →

You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life Hardcover: 159 pages Publisher: Wiley (2016) I have had sporadic contact with the author, Jason Vitug, dating back to the latter part of 2013, soon after I started this blog. If I’m not mistaken, our first contact was in a Google+ personal finance community…. Read Article →

Taz Bright helms this series. Taz is a father, speaker, long-time business owner and graduate of the school of hard-knocks. Taz uses his past business and personal finance experience to help steer others in a positive financial direction while, hopefully, avoiding the mistakes he’s made along the way. As a former 6-year victim of Identity… Read Article →

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