Retirement planning is a crucial aspect of financial management, as it enables individuals to secure their financial well-being during their golden years. One approach gaining attention in recent years is the Kai-Zen® retirement plan. Derived from the Japanese concept of “kaizen,” which means continuous improvement, the Kai-Zen® plan emphasizes a proactive and iterative approach to building […]
Retirement planning is a crucial aspect of ensuring financial security in the golden years. In 2023, the Secure Act 2.0 emerged as a landmark legislation aimed at enhancing retirement plans and benefits for Americans. Building upon the foundation laid by its predecessor, the Secure Act, this new iteration introduces several key changes to qualified plans, […]
Investing is a powerful tool that can help individuals grow their wealth and achieve their financial goals. However, navigating the world of investments can be overwhelming, especially for beginners. We will explore the basics of common investing methods. Understanding these approaches will provide a basic foundation for individuals looking to embark on their investment journey. […]
Money management is a crucial aspect of achieving financial goals, and the choice of investment strategy can significantly impact investment outcomes. Fee-based passive money management has gained popularity due to its numerous advantages, which typically include diversification, low costs, and low risk. In this article, we will delve into the benefits of fee-based passive money […]
Hello, I’d like to personally invite you to our upcoming Built to Last workshop. I am excited to announce this event as this will be my 1st time presenting it which means this is also the 1st time you’ve been invited to attend. I will be hosting this event virtually via Zoom on Tuesday, August 1st from 6:30pm […]
In the realm of life insurance, one option stands out for its unique combination of protection and wealth accumulation: cash value life insurance. While traditional life insurance policies serve the primary purpose of providing a death benefit to beneficiaries, cash value life insurance goes a step further by offering a host of additional financial […]
With the uncertainty of the market and our economy I would like to invite you to Matson Money’s virtual American Dream Experience on July 20th & 21st from 9:00am – 5:00pm Mountain Standard Time Click here to see the information about the American Dream Experience. I highly recommend watching the short video to hear from clients that have attended the […]
Please RSVP by Sunday, May 21st so that we can plan food & drinks accordingly. If you’d like to register for this event please respond directly to this email or contact my assistant, Yvette Miller, at (480) 789-2274. With Deep Appreciation, Angela Ashley Business Planning Specialist AZ License No. 8708837 CA License No.: 0F19888
When it comes to financial planning, life insurance often plays a crucial role in providing financial security and protecting loved ones. One such life insurance strategy that has gained popularity among business owners is the split dollar life insurance plan. In the following, we will explore the intricacies of split dollar life insurance plans, how […]
In an era of financial uncertainty, retirement planning has become a critical concern for individuals worldwide. One popular retirement savings vehicle is the defined benefit pension plan. The following aims to provide a comprehensive understanding of defined benefit plans, including their features, advantages, and challenges. By exploring the intricacies of these DB plans, readers will […]