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When It Comes To Retirement: Fail to Plan? Plan to Fail.

by Qzx9y5 | Feb 1, 2021 | Financial, Financial Advice, Retirement, Success Habits

For years, entrepreneurial coaches and speakers like Loral Langemeier and Ted McGrath have pretty effectively summed up the man or woman who opens their own business as a person who jumps off a cliff and builds themselves a plane on the way down.   Today, though, a...

Life Insurance as a Retirement Plan?

by Qzx9y5 | Dec 28, 2020 | life insurance, Personal Finances, Retirement

Yes, you read the title correctly.  Now, first things first, I’m NOT a life insurance specialist, but my industry works closely with a wide range of specialists in the retirement, estate planning, legal, and investment fields.   Life Insurance As A Retirement Plan One...

Tax Savings: Do This Before the End of the Year!

by Qzx9y5 | Dec 7, 2020 | Financial Advice, Retirement, Tax Savings

It’s easy to get lost in the holiday spirit and forget about the implications certain areas can have on our tax savings. (With the year we’ve just had, many of us are simply glad that 2020 is nearly over.) Nevertheless, now is the time to make sure you’ve done all you...

Retirement Income: Setting Up For The ‘New’ Retirement

by Qzx9y5 | Nov 9, 2020 | Financial Advice, Retirement

Let’s face it – when it comes to retirement income, the way we watched our parents and grandparents retire is a long way from the world we live in today. Low interest rates, longer lifespans, and taxes all contribute to a very different environment than has ever...

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