Hey, What Do You Know
The Hidden Risk of 401(k) Investing
Uncertainty around future tax rates could impact how much of your savings you’ll get to keep when you start withdrawing from your 401(k) in retirement.
Why 100% Of Congress And 85% Of Fortune 500 CEOs DO NOT Have 401(k)s
With life insurance as an investment risk, you have no risk of loss due to market volatility, if you know if you know what you’re doing. You can also avoid a tax responsibility with life insurance as an investment.
How Does The SECURE ACT Affect Me?
Jamie explains how the secure act will impact you in two situations. (1) Your heir is still working, and (2) when your heir has retired.
Should You Pay Off Your House As Soon As Possible?
Jamie explains why paying off your house as soon as possible is not the best plan.
Why Ronald Reagan Only Made Two Movies Per Year
This era saw the rise of sophisticated tax avoidance measures as wealthy individuals looked to preserve their wealth in the face of such high taxes.
How Jamie Fought For His Client And Got Them A Bigger Check
Living benefits are designed to provide financial support when the policyholder may face significant expenses or loss of income due to serious health issues.
Heartbreaking Story Of Jamie’s First Death Claim
When the main earner in a household passes away, the family’s financial stability can be severely impacted, especially if they are heavily reliant on that person’s income.
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