How do interest rate hikes affect income annuities?
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
How to pay for Long Term Care
Long-term care events can be one of the biggest destroyers of wealth that a family will encounter. How should you plan for an extended health care event?
What is Risk Tolerance?
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
Alternative To A Roth IRA
Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan.
Pooled Employer Plans (PEP)
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
