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 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...
by Jay Beattey | Aug 18, 2015 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
No one likes the idea of learning bad news after it’s too late to do anything about it. But that’s exactly what most Americans will discover when they reach retirement. Are you one of them? You are if you’ve fallen victim to the allure of tax-qualified plans like...
