by Charles Bobo | Aug 26, 2020 | 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 | Aug 10, 2020 | 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...
by Charles Bobo | Jul 13, 2020 | 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 | Jun 26, 2020 | COVID Relief, Legacy Preparation, Retirement Planning
The CARES Act provides IRS relief to millions of Americans Congress jumped into action in March with the CARES Act to provide financial relief for Americans displaced by the nationwide COVID-19 shutdowns that lasted through April, and continue to linger today. A...
by Charles Bobo | Jun 18, 2020 | Legacy Preparation, Retirement Planning
We are living longer lives and how awesome that is. But it also poses challenges to retirement planning. According to Vanguard, if you are 65 today, then you have a 97% chance of either you or your spouse living to age 75, a 72% likelihood of living to 85, and 45%...
