Safe Money News A HOLISTIC APPROACH TO keeping your RETIREMENT safe
Tax Law Changes Meal and Entertainment Deductions By TMA Small Business
Effective for amounts paid or incurred after December 31, 2017, the TCJA disallows deductions for most business-related entertainment expenses, including the cost of facilities used for most of these activities.
Why I Bought My First Index Annuity For Retirement By Dr. Jack Marrion
We felt we needed guaranteed income to cover our expenses during retirement, so we created a retirement expense budget. To fill the income gap we purchased fixed index annuities with guaranteed lifetime withdrawal benefits.
General Durable Power of Attorney By By David J. Barker, ESQ.
In evaluating the do’s and don’ts of estate planning, business succession, assistance with aging parents and general family matters, one commonly overlooked and extremely valuable tool is the General Durable Power of Attorney form.
Actuarial Assumptions, Longevity Risk, And Your Retirement Income By Raymond J. Ohlson, CLU, CRC, LACP
In most cases, the numbers don’t lie - that’s why we need the actuaries. So, why is it that we as human beings tend to ignore the actuarial tables when we look at our life expectancy and calculate how long our retirement funds will last?
A young person’s imagination can be a wondrous thing to behold. And, when adults play into the fantasies, it becomes even more wonderful. When I arrived at my Grandma Wilkens house, the adventures took on a completely different dimension.
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