Navigating the realm of retirement planning can feel like sailing a course through uncharted waters. With an array of financial instruments and investment options available, it’s easy to feel overwhelmed and uncertain about which path to take. Among these choices, annuities stand out as a compelling tool for potentially securing financial stability in retirement. Over […]
ABC’s of Annuities Read More »
Imagine you have life insurance, but not just any ordinary policy – it’s permanent life insurance. This type of policy comes with a cash value, and perhaps you find yourself in a situation where you no longer need it. Today, we’ll guide you through the four available options for handling your life insurance and its
Cash Value Life Insurance Read More »
Reflecting on 2023, it proved to be a challenging year. From the Federal Reserve’s decision to raise interest rates to the volatile fluctuations in the stock market, it felt like a lengthy journey. As we turn our attention towards 2024, we must approach retirement with objectivity and clarity. Watch the latest Capitalized Life and Retirement
2024 Challenge: What Do YOU Want from Retirement? Read More »
As the IRS intensifies its efforts for tax fairness, high-net-worth individuals and large partnerships find themselves under the microscope like never before. The IRS’s enhanced focus on auditing these groups means that every aspect of their financial lives, from income sources to investment portfolios and tax shelters, will face greater scrutiny. Here’s what you should
What You Need To Know About The Inflation Reduction Act Read More »
Financial advisors are crucial in helping individuals manage their wealth and achieve their financial goals. High-net-worth investors, in particular, often have complex financial situations that require additional guidance. Whether you’re planning for retirement, managing a windfall, or navigating other significant life events, a skilled financial advisor can provide valuable support. In this blog, we’ll explore
5 Life Events Your Financial Advisor Can Help You With Read More »
When it comes to mitigating disasters, a culture of preparedness and long-term safety can prove invaluable when it comes to your finances. The International Day for Disaster Risk Reduction observed on 13 October, is an opportunity to acknowledge the progress being made toward reducing disaster risk and losses in lives, livelihoods and health, to prepare
Financial Tips for International Day of Disaster Reduction Read More »
If you’re getting ready to retire or thinking about retirement, it’s important to get your finances in order. The first step is meeting with a Fiduciary Advisor. They can help you address the most fundamental retirement question of all. Watch the latest Capitalized Life and Retirement Show podcast with Matthew P. Johnson here to learn more.
Can I Afford To Retire? Read More »
An increasingly aging society is reshaping our perspective on retirement and how we prepare for it. As individuals live longer and healthier lives, let’s explore what this might mean for your retirement strategy. Access to quality health care is changing how people age in our modern world. Some scientists even say that aging can be
Financial Planning for a Longer Retirement Read More »
As the leaves start to turn, you can turn your attention to autumn-themed ways to give back through volunteering or donating. Charitable giving can help those in need and give retirees purpose and fulfillment. However, tax considerations are crucial in charitable donations, especially for retirees living on fixed incomes. In this blog, we will explore tax-friendly charitable giving strategies that
Tax-Friendly Charitable Giving Strategies for Retirees Read More »
Why do the rich want to invest their money when they already have the income they need? The answer lies
Rich People Need Income, Too Read More »
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