Top Blogs of The Week:
What if retirement didn't mean slowing down your finances—but accelerating them?
Meet Tom and Lisa, both 64, who redefined retirement by securing $15,000/month in income while continuing to grow their wealth. After selling their engineering firm for $1.1 million, they strategically structured their assets—including a $1.3 million 401(k) and a $3.1 million taxable investment account—to ensure financial security and a legacy for their children and grandchildren.
Their approach involved:
- Utilizing short-term portfolio withdrawals as a strategic bridge
- Delaying Social Security benefits to maximize payouts
- Implementing tax-efficient investment strategies
Discover how thoughtful planning can transform your retirement into a period of financial growth.
👉 Read Full Story Here
Could your old annuity be holding you back?
Cody and Shawna, both 56, thought their decade-old variable annuity was serving them well—until they discovered a strategy to enhance their retirement income. By refinancing, they secured a 15% increase in guaranteed income, reduced fees, and eliminated market risk. Their new plan offers $11,476/month starting at age 64, with an 8% guaranteed growth rate on their income base.
Learn how reevaluating your financial tools can lead to a more secure and prosperous retirement.
👉 Read Full Story Here
Got an old life insurance policy you no longer need?
Instead of letting it sit idle, I break down 3 smart ways to turn that cash value into tax-efficient retirement income:
1️⃣ Repurpose it into a guaranteed income stream using a deferred annuity
2️⃣ Convert it for immediate income if you're already retired
3️⃣ Exchange it for a hybrid long-term care policy to protect against future health costs
If retirement income or LTC planning is a priority, this is worth a look.
👉 Read More Here