by Charles Bobo | Mar 26, 2025 | Legacy Preparation, Live Debt Free, Retirement Planning
The next Fed meeting is in May and will they decide to decrease interest rates again? The Fed has seven meetings scheduled in 2025 with the next one scheduled on May 7. It is currently not likely the Fed will issue a cut in interest rates, so we will likely remain at...
by Charles Bobo | Mar 2, 2025 | Business Succession, Life Insurance
Do You have a Business Succession Plan? More than half of business owners have no plans for business succession if something unfortunate happens to them in the form of disability or death. Most are so busy building and managing, that they fail to plan for what cannot...
by Charles Bobo | Feb 21, 2025 | Business Succession, Legacy Preparation, Retirement Planning
How to Create a Succession Plan There are several key steps necessary to create a comprehensive small business succession plan, and several ways to go about creating your plan. Some business owners may choose to create their own succession plan, while others may wish...
by Charles Bobo | Feb 2, 2025 | Fixed Index Annuities, Retirement Planning
CDs and Fixed Annuities have good similarities with Annuity being more versatile Certificates of Deposit (CDs) and short-term guaranteed annuities are both financial instruments designed to provide a secure and predictable return on investment. However, they differ in...
by Charles Bobo | Aug 26, 2024 | Legacy Preparation, Retirement Planning
At times I have conversations with customers and others over misunderstandings of certain products. On such occasions, I will throw together a quick video that — hopefully — increases everyone’s awareness and understanding. Today’s topic is the Fixed Index...
