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...
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 —...
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...
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...
