retirement Archives - Legacy Insurance Agency

Bull Run

Barry Page — Fri, 15 Dec 2023 00:20:48 +0000

The Bull's are out, but how long can this bull market run?

If you've been waiting on a sign, the FED just gave the markets the all clear, and it's literally off to the races.

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Retirement Income Killers

Barry Page — Thu, 14 Mar 2019 17:54:28 +0000

how to avoid these retirement income killers, and achieve financial independence

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Tax Planning – The Time to Plan is Now

Barry Page — Mon, 16 Apr 2018 20:13:20 +0000

Tax Planning – The Time to Plan is Now Just because the tax deadline has passed doesn’t mean you can’t plan for future taxes. Now is the time to plan for next year, your future, and your family’s future. You may have heard the old adage, “People don’t plan to fail, they fail to plan.” A Team Apporach to Tax Planning By taking a proactive approach to your tax planning, you can anticipate costs and plan accordingly. Sometimes this takes a team approach with multiple advisors. For business owners and high income earners, you will want to consider all options including deductions, deferrals and depreciation.

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Asset Allocation Mix

Barry Page — Wed, 28 Mar 2018 19:39:52 +0000

Asset Allocation MixRisk – Taxation – Accessibility Establishing an appropriate asset allocation mix might sound confusing, but it doesn’t have to be. If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts—on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At first glance, this approach seems a bit odd, but it turns out to be quite clever. When the weather is cold, it’s easier to sell hot cups of coffee. When the weather is hot, it’s easier to sell

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8 Scary Truths About Your Qualified Plan 401k / IRA

Barry Page — Tue, 24 Oct 2017 23:04:49 +0000

8 Scary Truths About Your Qualified Plan 401k/IRA Retirement Account 8 Scary Truths About Your Qualified Plan 401k that your employer’s not telling you. What you need to know about your 401k and IRA What you need to know about your 401k before you contribute another dime. If you are pondering the thought of contributing more than your match to your 401k or whether or not to make an end of year contribution to your IRA, THINK AGAIN! Before you put another dime into your 401k, 403b, TSP, SEP or other IRA you need to know what the government and your employer aren’t telling you.

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Retirement Tax Bomb

Barry Page — Tue, 04 Apr 2017 18:23:17 +0000

RETIREMENT TAX BOMB
IRA/SEP/401k Tax Liability

Is your IRA/SEP/401k a retirement tax bomb? Parachute out safely using our custom designed whole life insurance plans.

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Retirement Income Options

Barry Page — Wed, 08 Mar 2017 23:05:22 +0000

Retirement Income Options Protect and Maximize Your Cash-Flow Retirement income options are available to anyone who chooses to seek knowledge and plan ahead. Your options for how you distribute your retirement income are mostly up to you. It all starts with where you choose to store your money. We can’t control government rules such as taxes, but we can control how we save for the future, which will have a tremendous impact when distribute the income. Assuming that you have accumulated a nest egg for retirement, you will then have choices for the distribution of that income. Traditional retirement planning suggests that you defer taxes for

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7 Tips for Financial Wellness

Barry Page — Mon, 11 Jul 2016 15:46:50 +0000

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)

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Your Greatest Asset

Barry Page — Wed, 11 May 2016 11:56:11 +0000

Your Greatest Asset

Your ability to earn an income is your greatest asset. If that income is interrupted… even for a brief period… What would happen to your lifestyle?

Most people understand the need to insure themselves from theft, fire and the risk of death… But too often they are leaving an even greater risk totally unprotected, the risk of disability.

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Market Risk and Volatility

Barry Page — Mon, 28 Mar 2016 19:44:38 +0000

Overcoming Market Risk and Volatility Are You Comfortable with Risk? Market risk and volatility can sometimes cause a phobia or even worse… Are you comfortable with risk? Perhaps you have developed risk-a-phobia to investing, or the reluctancy to invest in yourself because of market losses and fear. There is a cure, and we have the prescription for retirement to help you overcome the fear and volatility of the unknown. Permanent life insurance and annuities provide the perfect combination to help you guarantee that what you want to happen will happen. With these tried and true financial products, you can rest assured knowing that you and your family

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