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%...
by Charles Bobo | May 18, 2020 | Business Consulting, Legacy Preparation, Life Insurance, Retirement Planning
Index annuities protect retirement funds and guarantee principal To protect yourself from market volatilities, index annuities provide a powerful option to protect the downside issues of the market while still providing strong upside potential when the market grows....
by Charles Bobo | Mar 23, 2020 | Financial Coaching, Legacy Preparation, Retirement Planning
Chinese Coronavirus shows how leveraged our economy is Two weeks into the voluntary Coronavirus lock-down, and people’s bank accounts are dwindling rapidly. With 78% of Americans living paycheck-to-paycheck, the life of luxury that has been all-too-easy to...
by Charles Bobo | Mar 5, 2020 | Legacy Preparation, Life Insurance
Yes, but only with a skilled agent willing to do the work Life insurance can be written for clients who have cancer. At Ascend Financial Group, we’ve successfully handled several such cases in the span of just a week. The cases are challenging, but well worth...
