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Retirement

 The Benefits of Combining Health Insurance with Index Universal Life for Long Term Care
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By kgmeyer
In Education, General, Personal Finance, Retirement, Uncategorized
Posted February 18, 2025

The Benefits of Combining Health Insurance with Index Universal Life for Long Term Care

Health insurance needs: Health insurance is an essential component of financial planning, especially regarding long-term care. As we age, the likelihood of needing long-term care increases, [...]

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 What is an Index Universal Life (IUL)?
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By kgmeyer
In Education, Estate Planning, General, Personal Finance, Retirement
Posted January 21, 2025

What is an Index Universal Life (IUL)?

In today’s rapidly changing economic landscape, individuals constantly seek ways to secure their financial future and build wealth. One popular strategy that has gained significant attention in [...]

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 Tips for Your 2025 IRA and 401(k)
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By kgmeyer
In Education, General, Personal Finance, Retirement
Posted December 31, 2024

Tips for Your 2025 IRA and 401(k)

The landscape of retirement savings is evolving, with changes on the horizon for IRAs and 401(k)s that may impact how you plan for your future. Staying informed and staying ahead of these changes [...]

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 Who Needs to Purchase IUL Insurance?
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By kgmeyer
In Education, General, Personal Finance, Retirement
Posted December 24, 2024

Who Needs to Purchase IUL Insurance?

Who ought to purchase IUL insurance? One of the best financial choices you can make for your family is to purchase life insurance. If you pass away before earning and saving enough to support [...]

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 Indexed Universal Life Explained
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By kgmeyer
In Estate Planning, Investing, Personal Finance, Retirement
Posted October 29, 2024

Indexed Universal Life Explained

Are you searching for life insurance coverage that combines the flexibility of universal life insurance with the potential for higher growth in a cash-value account? Indexed Universal Life [...]

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 How to Avoid a Bad Mutual Fund
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By kgmeyer
In Education, General, Investing, Personal Finance, Retirement
Posted October 31, 2023

How to Avoid a Bad Mutual Fund

We have all heard the advantages of investing in a mutual fund over trying to pick individual stocks. First of all, mutual funds hire professional analysts who are market experts and devote many [...]

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 7 Common Mistakes of Estate Planning
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By kgmeyer
In Education, Estate Planning, General, Retirement, Uncategorized
Posted June 13, 2023

7 Common Mistakes of Estate Planning

Even though planning your estate isn’t an enjoyable job, it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind.  With careful planning, [...]

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 Variable Term Life Insurance – Ask an RFC
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By kgmeyer
In Education, Estate Planning, General, Investing, Personal Finance, Retirement
Posted May 2, 2023

Variable Term Life Insurance – Ask an RFC

Buying insurance needs to be clearer, and if you have typed variable term life insurance into your search engine, you may need clarification than when you started. Term life insurance is one [...]

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 High-Interest Savings Accounts
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By kgmeyer
In Education, General, Investing, Personal Finance, Retirement, Uncategorized
Posted April 4, 2023

High-Interest Savings Accounts

Can you get high-interest savings accounts offline?  Well, that depends on what you mean by high interest. You can compare rates with several of your local branch banks to find the one that [...]

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 Discovering Household Budget Software
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By kgmeyer
In Education, General, Personal Finance, Retirement, Uncategorized
Posted March 28, 2023

Discovering Household Budget Software

It’s very easy to get into bad financial habits. You may find that there never seems to be enough money to get you through the week, even though you know you make enough money to cover all your [...]

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About K G Meyer

My name is Kirk G. Meyer, and I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Bachelor of Science in Business Administration with an emphasis READ MORE…

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