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 | 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 | 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...
by Charles Bobo | Jul 13, 2024 | Financial Coaching, Legacy Preparation, Retirement Planning
What is the status of Social Security and my retirement? In 1930 the average lifespan of a man was 58 and for women was 62. In the beginning, the age at which citizens could begin to withdraw Social Security was 65. So what did this mean? It meant the government was...
by Charles Bobo | Aug 10, 2023 | Financial Coaching, Legacy Preparation, Retirement Planning
Annuities guarantee principal and offer upside market potential Annuities are a growing option for those seeking more guaranteed sources of income in retirement and for those seeking more security from volatile markets. Annuities can provide solutions for both, but...
