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Trusts Provide Unique Protection

Trusts Provide Unique Protection

by Charles Bobo | Jun 18, 2025 | Legacy Preparation, Retirement Planning

Trusts are not limited to the wealthy, but are for anyone desiring to protect their estate Trusts are not only for the wealthy. Trusts are for anyone who owns a home and even has modest level of additional assets and retirement accounts they desire to pass to their...
The Power of a Personal Pension

The Power of a Personal Pension

by Charles Bobo | May 2, 2025 | Legacy Preparation, Retirement Planning

Personal Pensions create an income stream you cannot outlive Pensions have not gone the way of dinosaurs. Although pensions with a private company are rare, you now have the ability to create your own lifetime personal pension to pay you a steady stream of income —...
Will Interest Rates Drop in 2025?

Will Interest Rates Drop in 2025?

by Charles Bobo | Mar 15, 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...
Creating a Business Succession Plan

Creating a Business Succession Plan

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...
The Power of Fixed Index Annuities

The Power of Fixed Index Annuities

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...
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Recent Posts

  • How Social Security Taxation is Changing July 11, 2025
  • Trusts Provide Unique Protection June 18, 2025
  • Over 5.00% CD Rates for 2025 May 7, 2025
  • The Power of a Personal Pension May 2, 2025
  • Markets Volatile with Tariffs Unknown April 14, 2025
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