retirement minute


















will vs living trust

4 Steps to Begin Retirement Planning

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. Here are four suggestions to help you get started.









will vs living trust

The Help You Need to Retire Early

An all too common retirement planning mistake is going it alone. This usually results in missed investment opportunities, sloppy planning, and lax savings schedules. Enlisting the help of a financial planner is a smart move at any age to avoid retirement planning pitfalls.






will vs living trust

How to Reduce (or Eliminate) the Taxes on your Social Security Income

To reduce or eliminate the taxes on your social security income, you first need to understand the term “Reportable Income”. This is the total of all your incomes that is required to be reported to the IRS on your tax form.



will vs living trust

Retirement Minute: Four Questions That Current Medicare Enrollees Should Be Asking Now

The Medicare open enrollment period is now here and this is the time during which people with Medicare can make new choices and pick plans that work best for them. Here’s four questions to be asking now.


will vs living trust

Understanding Cash-Value Life Insurance: Borrowing Money From Your Policy (Part 3)

Over the last few episodes of financial strategies I have been talking about why cash value life insurance should be considered when developing a person’s overall retirement planning strategy.  So today, I want to continue by talking about different ways of taking the money out of your cash value life insurance policy and the rules to each.



will vs living trust

This Week’s Financial Strategy – The Importance of Disability Income Insurance

Did you know that most people believe that they are adequately insured against disability because they think they have coverage through their employer or through the government. That’s probably why 80 percent of Americans don’t own private disability income insurance.


will vs living trust

This Week’s Financial Strategy – Recognizing the Dangers of Debt

As we start the new year it has been exciting to see how many people are taking advantage of the Christian Financial Advisors Network.  I have talked with many people around the country who do not have a financial advisor or would like a second opinion on the advice they are currently getting.



will vs living trust

This Week’s Financial Strategy – Creating a Budget

I love this time of year because as I talk with people they are establishing new year’s resolutions.  So I want to change our format a little bit.  In the past I have given many ideas on ways you can safely grow your assets and how to protect them.  But I would like to start this year, developing financial strategies that will help you achieve your goals. 



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