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Tag Archives for: "retirement"
 Strategies for Financial Success in 2025
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By kgmeyer
In Education, General, Personal Finance
Posted December 3, 2024

Strategies for Financial Success in 2025

Heading into 2025, it’s time to reassess your financial situation and ensure you are on track to meet your long-term goals. These six steps can help you start on the right path to Financial [...]

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 Basics of Indexed Universal Life Policies
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By kgmeyer
In Uncategorized
Posted November 19, 2024

Basics of Indexed Universal Life Policies

You can benefit from market gains without directly investing in stocks by utilizing an Indexed Universal Life (IUL) insurance policy. This type of policy allows the cash value to increase based [...]

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 Do You Pay Yourself First
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By kgmeyer
In Education, General, Personal Finance, Uncategorized
Posted November 5, 2024

Do You Pay Yourself First

The typical scenario is that you get your paycheck. After you recover from the shock at how little is left after taxes, you divide it among all your outstanding bills, intending to put whatever [...]

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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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 Morningstar’s Stars, are the reliable?
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted April 26, 2022

Morningstar’s Stars, are the reliable?

You will find various rating systems on mutual funds, each of which uses a different approach. All of them are designed to weed through the thousands of funds to get to the best ones. But is [...]

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 Is it Possible to Retire in Today’s Economy?
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted April 1, 2022

Is it Possible to Retire in Today’s Economy?

If you find yourself asking “Is it possible to have a retirement in today’s economy?” the good news is yes, it is. The ability to retire or not or retire the way you really want to retire is less [...]

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 Answers to Some Basic Annuity Questions
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted March 18, 2022

Answers to Some Basic Annuity Questions

How much should I invest in an annuity? The amount of money that you invest in an annuity will depend largely on your capability to pay the premiums offered by the assurance company. Things to [...]

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 Pro’s and Con’s of Target Date Funds
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By kgmeyer
In General, Investing, Personal Finance
Posted March 15, 2022

Pro’s and Con’s of Target Date Funds

Are you considering a “target date fund” (TDF) as an investment? If so, you need to consider some things before investing in one, much less selecting one. Right from the start, if you have all of [...]

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 4 Tips to Build a Successful Portfolio
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted February 18, 2022

4 Tips to Build a Successful Portfolio

Walking through the financial maze of stocks, bonds, Exchange Traded Funds (ETS), and mutual funds can be quite a challenge. We offer the following tips to give you the know-how on building a [...]

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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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