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Inflation

Building Income Streams part 2 of 3 – Case Studies

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Build income streams you can access before and after age 59.5. Also have multiple sources of capital you can access without restriction (like you will find in 401k/IRA). This can give you better access to your money to handle the ups and downs of life.

In this segment we also go over specific case studies comparing income streams from defined benefit plans and 401ks to tax free income from indexed universal life insurance plans. Successful professionals are increasingly building alternative income streams they can access before traditional retirement age. Read More

Building Income Streams part 1 of 3 – Critical Planning Steps

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Income planning is not just for retirement. What happens if you want to access your money early and everything you have saved is in a 401k? With the exceptions of emergencies you are stuck until you reach age 59.5 in most cases.

What if you want to go part time or start a business? What if you get laid off and can replace all your income? Having income streams you can access without the government penalties could be a good idea to incorporate in your planning process. Read More

Planning For Inflation During Retirement

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Many investors are facing a big dilemma with inflation once they enter retirement.  The dangers lies with annuity payouts that provide no protection from inflation.  This is usually never discussed when the annuity is sold and can come back to bite the investor hard down the road. Learn more on how to protect your wealth from inflation during retirement.

Planning For Inflation During Retirement | Scottsdale Financial Planner Denver Nowicz from Sequence Media on Vimeo.

Inflation – Five key things to know

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1) Inflation Is Part of the Federal Reserve’s Monetary Policy

A January 25, 2012 press release from the Board of Governors of the Federal Reserve stated: “The Committee judges that inflation at the rate of 2 percent, as measured by the annual change in the price index for personal consumption expenditures, is most consistent over the longer run with the Federal Reserve’s statutory mandate. Communicating this inflation goal clearly to the public helps keep longer-term inflation expectations firmly anchored.”

http://www.federalreserve.gov/newsevents/press/monetary/20120125c.htm Read More