Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.
Permanent Life Insurance
Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with your Permanent Life Insurance Policy in retirement.
What to do with Form 1099R
Dana Anspach, CFP, RMA from Sensible Money discusses tax tips related to IRS Form 1099R.
finStream.tv Launches New Personal Finance-themed Channel on TikTok
finStream today launched a TikTok channel targeted to the specific personal financial needs of the TikTok community and their unique media consumption habits. finStream.TV, which is focused on increasing financial education and literacy, has developed a format tailored to the unique environment of TikTok.
Investing in Gold
Timothy Kenney, CFP from TK Pacific Wealth discusses the pros and cons of investing in Gold.
How to Avoid Pitfalls of Roth IRA Conversions
Author Jae Oh, CFP, discusses Roth IRA conversions in financial planning.
7 Ways to Protect Your Financial Life
Ways to protect your finances including homeowners insurance, auto insurance, umbrella insurance, disability/long term care insurance, medical insurance/Medicare, life insurance, estate planning
FIRE – Financial Independence Retire Early
The goal of F.I.R.E. – Financial Independence, Retire Early – is to save and invest very aggressively (around 50–75% of your income) so you can retire sometime in your 30s or 40s. Hear from someone who did it.
Does working with an advisor help you retire on time?
Pam Krueger presents the results from a survey of financial advisors.