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 7, 2025 | Economy, Federal Interest Rates, Retirement Planning
CDs are a good source for short-term growth and targeted use Ascend’s new CD rates are still in the 5% range, higher than most other institutions. These are offered for a 6-month term, targeting short-term savers with a specific purpose for the funds. The CD...
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 | Apr 5, 2025 | Federal Interest Rates, Retirement Planning
Trump feels with early Administration wins that lowering rates will help the economy further. Interest rates being reduced could help rebuild the economy. Trump is signaling some early wins for a strong recovery from recent high inflation experienced during the Biden...
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...
