Blog tagged as Estate Planning

The Risk of Keeping 401(k) After Retirement:

The Risk of Keeping 401(k) After Retirement:

By Franco Suarez

"Discover the potential risks of post-retirement 401(k) retention and essential insights for informed decisions." (Characters: 86)
25.09.23 05:08 PM - Comment(s)
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Unlocking Wealth in Retirement 

Unlocking Wealth in Retirement 

By Franco Suarez


Introduction: 

Unlocking the full potential of homeownership is a game-changer when it comes to securing a comfortable retirement. Today, we delve into the expert insights of Franco Suarez, a highly regarded Financial Advisor. Seniors who have heeded Franco's advice have seen remarkable improvem...

11.06.23 07:27 AM - Comment(s)
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Never Married, No Children

Never Married, No Children

By Franco Suarez

The trend of more individuals remaining unmarried and choosing not to have children can have implications for various financial instruments and policies, including life insurance, health insurance, disability income policies, and others. Here are some potential effects:

1. Life Insurance: Life insura...
29.05.23 01:23 AM - Comment(s)
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Top Ten Reasons to Consider a Fixed Index Annuity

Top Ten Reasons to Consider a Fixed Index Annuity

By Franco Suarez

Discover the top 10 reasons why a Fixed Index Annuity is an ideal retirement income source. Guaranteed income, market-linked growth, principal protection, and more.
24.05.23 08:07 PM - Comment(s)
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Are You Philanthropic?

Are You Philanthropic?

By Franco Suarez

Maximize your estate planning benefits with a 501(c)(3) organization. Enjoy tax advantages, create a philanthropic legacy, and support causes you care about while maintaining control and flexibility over your charitable assets. Consult professionals for guidance.
19.05.23 02:36 PM - Comment(s)
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