by Jay Beattey | Aug 5, 2016 | Millennials, Personal Finance, Retirement, Wall Street, Wealth Building
In today’s market, there are products and options that are far superior to the now 45 year-old qualified plan – plans that are not one-sided partnerships.
by Jay Beattey | Feb 15, 2016 | Insurance, Personal Finance, Retirement, Wealth Building
More and more savers are discovering that insurance products uniquely fit the bill – particularly indexed life insurance and indexed annuities. In fact, much of the money that has fled the market in the last several months is finding its way to insurance companies because of their feature set.
by Jay Beattey | Jan 17, 2016 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
The S&P 500 is down 8% this year already — including another 2.2% Friday — in what’s been the worst start to a year ever. Since the market peak on May 21, 2015, the market has declined 11.7%.”
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...