Dec 22, 2020
Hans & Robby help us understand this sometimes confusing but very important topic. Just another step in Finishing Well!
Dec 19, 2020
Hans and Robby discuss the two different types of life insurance, Term and Whole, and specially what type you should have in retirement. Hans goes over why you need life insurance in retirement as well!
Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on...
Dec 12, 2020
Hans goes over annuities, specially 3 different types, and how they work for people in retirement. The biggest advantage is that annuities create a guaranteed income for you exactly when you need it.
Dec 5, 2020
Hans and Robby discuss QCDs, or Qualified Charitable Distributions. These distributions are a way to give your IRA money, tax free, to the charity of your choice. Find out all the advantages of QCDs this week on Finishing Well!
Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and...
Nov 28, 2020
Hans goes over the recent report released by the Department of Treasury about the status of long term care insurance in the United States. He explains what they found, what changes might be made, and what it means for you.
Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living...