CYA: Cover Your Assets

Paul Durso Finance 101, Insight Investing Articles, Insight Investing Video, Investing & Planning, Life Events, Marriage & Divorce, Retirement, Retirement Planning, Risk Management, Risk Management

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.

Top 5 Fears Heading Into Retirement

Patrick McNally Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”

J. Paul Getty – The World’s Richest Man

Charlie Bowers Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Other Insurances, Retirement, Retirement Planning

In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).

How Your 401k Could Benefit Your Children

Kevin Wray Academy, Estate Planning, Finance 101, Income Planning, Insight Investing Articles, Investing & Planning, Kids & Young Adults, Life Events, Marriage & Divorce, Retirement, Retirement Plans, Risk Management, Trusts, Wills

How can your 401k benefit your children? Learn some techniques on how to give pass your 401k to your heirs with the least amount of tax as possible.