An Alternative to Traditional Long Term Care Planning |
September 3, 2013 |
Barry Goldwater, Long Term Care Insurnace, Member Posts
Written By: Barry Goldwater in Newton, MA The way we think about our health is extremely interesting in a denial sort of way. There is a very large pod of people who practice some of the unhealthiest lifestyles and who believe nothing adverse will affect their health moving forward. This is why greater than half the population in overweight and many of them detrimentally so even though there is evidence reported every week that asserts that practically every disease can be controlled by weight loss...
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Re-Characterizing a Traditional IRA to a Roth |
August 6, 2013 |
Barry Goldwater, Member Posts, Retirement Case Studies, Retirement Planning
Written By: Barry Goldwater in Newton, MA As a planner, I talk to people every day about financial priorities. It’s the usual stuff; retirees who need income, people changing jobs want to understand rollovers, young families wanting life insurance. Financial priorities are where you are right now in your life and they usually change as you live longer. Whatever your financial priority, you still need the right strategy creatively getting you to where you need to go. I say creatively, because there is always more...
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Annuities Explained |
June 17, 2013 |
Barry Goldwater, Member Posts
Barry Goldwater, Founder of Goldwater Financial Group, has produced an insightful video containing an overview of annuities. He describes the fact that many people are uninformed about the unique benefits of annuities and describes why many refer to annuities as “sleep insurance”. Click here (Annuities Explained) to watch his educational video. To see more educational articles from Barry, click on the following link (Barry Goldwater). Was this article helpful to you? If so, please click on the Social Media icons on the right side of...
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Why Every Small Business Owner Needs to Consider 412E3 Retirement Plans |
April 22, 2013 |
Barry Goldwater, Member Posts, Retirement Planning
Written By: Barry Goldwater | Goldwater Financial Group A study entitled “Financial Viability and Retirement Assets: A Look at Small Business Owners and Private Sector Workers,” done by the advocacy department of the Small Business Administration found that smaller and more financially vulnerable business owners (those with fewer than 25 workers) have less invested in retirement assets than their larger or financially stronger peers. The percentage of self-employed business owners with retirement plans is surprisingly low. Another report conducted by Jules Lichtenstein of the office...
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Future Income IRA: Income You Cannot Outlive |
April 7, 2013 |
401k and IRA Blogs, Barry Goldwater, Income For Life, Member Posts, Retirement Planning
Written By: Barry Goldwater | Goldwater Financial Group It use to be that you got a job with a U.S. company, worked for that company most of your life and then retired with a company pension and social security. This double annuity income was usually enough for a comfortable retirement. Then in the 1970’s companies started shifting retirement planning responsibility to the employee in the form of 401k plans, IRA’s, profit sharing plans. The company defined benefit plans, conservative annuity payouts which were usually comprised...
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