by Jay Beattey | Nov 13, 2015 | Articles, Millennials, Personal Finance, Retirement
A college is a business. You are a potential customer. You represent 4.5 years of tuition, room, board, books, and an economic participant in the college community. Even at a modestly priced school, chances are you represent at $150,000 “client.”
by Jay Beattey | Nov 11, 2015 | Articles, Millennials, Personal Finance
Today, there are a staggering 2,000,000 parents collecting Social Security Benefits while they’re still paying on parent loans (some are drawing Social Security just to pay on those loans), and a mind-boggling 300,000 of them are having their Social Security benefits garnished to pay their parent debt down!
by Jay Beattey | Nov 8, 2015 | Articles, Millennials, Personal Finance, Retirement
How many Quarter Million Dollar mistakes can you make in a lifetime without it seriously affecting you?
The good news is that whether the Junior at your house is 8 or 18, it’s not too late
by Jay Beattey | Oct 13, 2015 | Articles, Insurance, Personal Finance, Retirement, Wealth Building
Lately, I’ve been doing quite a bit of speaking on the subject of cash value life insurance as a savings vehicle and a source of retirement income. Without going into detail here, let’s highlight a few of the reasons that properly structured cash value life insurance...
by Jay Beattey | Aug 26, 2015 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Every day – every year, I tell audiences nationwide – on radio, television, in print, and in person, that they need to be paying much more attention to the Three Wealth Killers (Market Risk, Taxes, and Fees/Commissions); and much less attention to the latest...
by admin | Aug 21, 2015 | Personal Finance, Retirement, Wall Street, Wealth Building
Effective planning requires evaluating options, making strategic decisions, and then acting in a way that lets you achieve your goal. For most people, a retirement plan requires careful consideration of all these elements to ensure a reasonable lifestyle when work is...
