James C. Molet's Blog, page 23
June 1, 2017
How to Beat the Healthcare Odds in These Uncertain Times
The following is a guest post from Chris Orestis, Executive Vice President of GWG Life, is an over 20-year veteran of the insurance and long-term care industries and is nationally recognized as a healthcare expert and senior care advocate. Concerns about healthcare are on the rise in the United States A recent Gallup poll revealed that Americans... Read Article →
May 31, 2017
Leave a Lasting Legacy in this World While You are Here and After You Leave
The following is a guest post from Patrick Renn, author of Finding Your Money’s Greater Purpose. Patrick has been a Certified Financial PlannerTM for more than 35 years and holds a bachelor’s degree from in business administration from Villanova University and an MBA from Loyola College; and he is the past president of the Georgia Special Olympics. Patrick has... Read Article →
May 29, 2017
Greatest Wealth Transfer Could Be Costly Blunder for Beneficiaries and Windfall for IRS
The following is a guest post from Rebecca Walser, a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth. Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. Beware the Tax Man You... Read Article →
May 27, 2017
White Working Class – A SavvyReview
White Working Class: Overcoming Class Cluelessness in America Hardcover: 131 pages Publisher: Harvard Business Review Press (2017) Joan C. Williams is Distinguished Professor of Law and Hastings Foundation Chair at the University of California, Hastings College of the Law and she is frequently featured as an expert on social class. If you follow the news at all, particularly with... Read Article →
May 26, 2017
Is Life Insurance a Retirement Investment?
Contrary to what some in the insurance industry would have you believe, I do not believe insurance products, in general, should be considered part of your retirement investment portfolio. Most life insurance, in all its various flavors (term, whole, variable and universal), comes into play after your death. Considering I plan to be alive during my... Read Article →
May 23, 2017
3 Tips For Women Worried About Outliving Their Retirement Nest Egg
The following is a guest post from Beth Andrews, a CPA, Certified Financial Planner®, and founder of Networth Advisors LLC. As an experienced financial advisor, she specializes in the areas of retirement planning, retirement distribution planning, tax strategies, investments, and insurance. Few things make retirees more nervous than the possibility their savings could run dry. Women Live... Read Article →
May 22, 2017
4 Ways to Escape the Rental Trap
The following is a guest post from Joe Puthur. Joe has been a technology leader throughout the last 15 years. His mortgage industry designs have always pushed the envelope and now he is helping the industry embrace the mobile revolution through Mortgage Coach. New Home Buyers Have Options After living as renters for the first... Read Article →
May 20, 2017
Poverty, Politics, and Profit
Documentary: Poverty, Politics, and Profit: Since the recession of 2008 more working Americans are struggling to make rent than at any time since the Great Depression. In this documentary, Frontline and NPR conduct an investigation into the billions spent on housing low-income people and why so few actually get the help they need. The film examines the... Read Article →
May 18, 2017
Are You Leaving Your Beneficiaries a Tax Time Bomb?
The following is a guest post from Brett Sause, an 18-year veteran of the financial services profession. Brett is CEO of the Atlantic Financial Group, LLC; and has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. When it comes to retirement – and to passing on whatever wealth you’ve accumulated... Read Article →
May 17, 2017
One Minute Mentoring – A SavvyReview
One Minute Mentoring: How to Find and Work With a Mentor – And Why You’ll Benefit from Being One Hardcover: 130 pages Publisher: William Morrow (2017) Co-author Ken Blanchard, PhD, is among the most influential leadership experts in the world. In addition to co-authoring 60 books, he was inducted into Amazon’s Hall of Fame as one of... Read Article →
