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In: Financial Independence, Inflation, Life Insurance, Money Solutions, Retirement, Retirement Income, Taxes, Whole Life Insurance

401k Exit StrategyHow To Spend and Use Your Retirement Income Effectively It often astounds me how many people really don’t have an exit strategy for their 401k. And, I mean a money solution, an effective plan to use and spend their retirement efficiently, to reach their desired goals. So, I’d like to share with you a little known, but time tested strategy that is usually reserved for the wealthy. It’s also used by the world’s largest banks and corporations. IRA/401k Distributions (Withdrawals) A 401k withdrawal or distribution is how you take your money from the account, which has rules and restrictions. We’ll assume you areRead More →

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In: Life Insurance

Life Insurance Awareness Month Life Insurance Awareness Month is proudly supported by Legacy Insurance Agency Life Insurance Awareness Month has been supported by Legacy Insurance Agency since its inception in 2004. We believe in empowering our clients to protect their family, and what’s important, with life insurance. Life insurance provides protection for your family and loved ones while allowing you to meet your financial goals. It could be the smartest decision you’ll ever make. Let us help you protect what’s important. Contact Us About Life Insurance Awareness Month Life Insurance Awareness Month was created by Life Happens in 2004 in response to growing concern about theRead More →

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In: Finance, Financial Independence, Financial Planning, Infinite Banking, interest, Life Insurance, Retirement, Retirement Income, saving, Taxes, Whole Life Insurance

5 Steps to Financial IndependenceHow To Create Wealth and Freedom Financial independence is truly that, freedom to do what you want on your schedule without depending on the banks or government. But, what if everything you’ve been taught about money and finance wasn’t true? That’s a bold statement, but when you realize that the deck is stacked in favor of the banking system and the government, you can start to understand. If What You Thought to Be True Turned Out Not To Be How you create and store your wealth is your decision. Unfortunately, we’ve been told since birth to… So, our decisions on howRead More →

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In: Finance, Life Insurance, Permanent Life Insurance, saving, Whole Life Insurance

How To Save More and Create Wealth Why Life Insurance Is The Best Place To Park Money How to save more and create generational wealth using the power of life insurance. Saving money today can be difficult, especially since in recent years artificially low interest rates have punished savers. The economy has also taken a squeeze on income and ordinary people are saving less and being subjected to unnecessary risk. Thus, the lines have been blurred between saving and investing, making it difficult to determine the best place to park money. Saving money and investing money are two entirely different things. They have different purposes, and can result inRead More →

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In: College Funding, College Planning, Life Insurance, Money Solutions, Permanent Life Insurance, Taxes, Uncategorized, Whole Life Insurance

College Tuition Costs How To Pay for College College tuition costs are growing at a significant rate. Paying for a child’s or grandchild’s college education tomorrow requires forward thinking and planning today. Keep reading and learn how to pay for college in the most effective way. In the past five years, the average inflation-adjusted cost of tuition and fees has risen by 27% at public four-year colleges and 14% at four-year private colleges. This has left the average yearly cost for a private four-year college at $30,094.1 How should parents or grandparents save for tomorrow? Let’s examine two ways these adults can save for a child’sRead More →

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In: Life Insurance, Retirement

7 Tips for Financial Wellness Financial Wellness – Good health, not wealth should be at the core of your decisions about money. As any wise person will tell you — and many have, from the Roman poet Virgil to Gandhi — health is wealth. The irony is that the converse is also true — a growing body of research suggests that financial problems actually can lead to health problems. Financial stress has been shown to cause anxiety, migraines, sleep disorders and other physical ailments including high blood pressure and heart disease.1 And it’s not a rare occurrence. A 2012 survey by the American Psychological Association (APA)Read More →