Time Flies: Kids Are Grown, “Empty Nest” Looms

0 mature older couple estate planning life insurance annuities investments planning 401k IRA special needs college costs empty nest

Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they’re sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you […]

The Advanced Health Care Directive

0 estate planning wills trusts ilit powers of attorney health care directive

We discuss the importance of having an Advanced Health Care Directive (aka Living Will) and the important choices you must make in this living document. The Advanced Health Care Directive, also known as a Living Will, is one of the most important documents in the estate planning process. What this document does is it specifies what […]

How To Avoid Clipping Coupons and Pinching Pennies In Your Old Age

0 annuities fixed variable self made pension guaranteed lifetime income annuitization advanced estate plan life insurance annuity

Erin Bui chats about her grandmother’s financial constraints in Vietnam, which mirrors what many seniors are going through in the United States. Creating a protection plan (encompassing estate plan, life insurance, and annuities), should help ease the financial worries seniors face. After working so hard all your life, there finally comes a time when you […]

Breaking The Cycle of Poverty: Start With Your Mindset

0 financial frame of mind basics goals dont be a slave to your finances

Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being […]