This is a very good article for anyone who has turned 701/2 in the past year. https://www.cnbc.com/amp/2019/03/28/if-you-turned-70-last-year-dont-miss-this-key-april-1-deadline.html
RMD : Required Minimum Distributions Read More »
This week’s article discusses three retirement savings factors relating to why it is different for women in retirement. While many of us may already have reflected on a female being projected to live longer than a male, we may not have noted that “women often face bigger challenges in retirement because of leaving the workforce
DIFFERENT FOR WOMEN Read More »
“An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live.” The author of this week’s article tells us that “in general, most people should
YOUR MONEY AND YOUR LIFE Read More »
I came across an article in the Harvard Business Review where the author discussed a concept we have touched on in the past – the idea that when you “ask someone what her pension is worth, she will reply with an income figure: “two-thirds of my final salary,” for example. Yet, if you ask someone
ASSETS VERSUS INCOME Read More »
I thought you would want to read this week’s article because it discusses that “while annuities and life insurance both have similarities, they are not the same. Before you can understand the differences and determine which plan may be right for you relating to a retirement income plan, you have to first understand the key
UNDERSTANDING THE KEY ELEMENTS Read More »
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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.