David H. Morgan w/ LTC Minute
David H. Morgan joins the LTC Minute to talk about how tax-free money can be created for long-term care. For a FREE copy of David’s book, “Tax-Free Money for Long-Term…
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Helpful Forms
Below are several forms that you may find helpful in your financial planning. Please submit/download them at your convenience and contact us with and questions or concerns. REAP Risk Analysis…
Case Studies
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Income Planning Strategies
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Slow Down The Aging Process And Enjoy Your Retirement
…at a rate of between 1-3% a year. This is known as sarcopenia. For men in particular this also means a reduced level of testosterone. Studies have shown that regular…
Overcoming Myths
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9 Ways to Protect Your Retirement Income When Markets Are Volatile
9 Ways to Protect Your Retirement Income When Markets Are Volatile From: www.retirementplanning.net Most people rely on their retirement savings accounts, such as a 401(k) account or an IRA (individual…
How to create a budget you’ll actually stick to
…that you’ve committed to an initial budgeting process, look for ways to stay agile and be open to improving your methods over time. When you expect your budgeting activities to…
David Morgan on Planning for the Future Podcast
…you are financially healthy. For the original interview visit Planning for the Future Podcast. https://retirementestateplan.com/wp-content/uploads/2020/04/planning_for_the_future_with_david_morgan.mp3 For a FREE copy of David’s book, “Tax-Free Money for Long-Term Care”: Click here →…
Read moreWhat’s the Best-Performing Asset Type During a Recession?
What’s the Best-Performing Asset Type During a Recession? From: www.morningstar.com While bonds disappointed as diversifiers in 2022, they’ve historically performed well during economic downturns. The Federal Reserve’s campaign to stamp…
