After what I hope was a hearty Thanksgiving day meal, I thought you would enjoy this article which suggests that you “consider throwing a new recipe onto your menu. Ingredients like contributions to an employer sponsored 401(k) program or to fixed indexed annuities can create a deliciously balanced portfolio that can keep you and your […]
I read an article this week that was directed toward teachers who were revisiting their retirement plan “for when they are no longer lesson planning.” One section of the article in particular caught my eye because it addressed in a very simple way two topics that we always discuss with our clients who purchase Fixed
Sometimes, no matter how hard we try, it is difficult to understand if changes in our employer pension plans are actually advantageous to us. That’s why I thought you might want to read this week’s article taken from the Harvard Business Review. It explains a few concepts that might help you to put into perspective
HARD TO UNDERSTAND YOUR EMPLOYER PLANS? Read More »
“Why do you think Americans struggle to save for retirement?” This was one of the questions posed to an retirement expert in this week’s article. His response was “If I told you that people spend more time planning their yearly family vacation than they do planning their nearly 20 years of retirement, would that surprise
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Brian Whitaker, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. 1st Opulence Financial and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by 1st Opulence Financial & Brian Whitaker, License # WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic# W610386.