02/06/2026
Something to consider
Pros and Cons of Using an IUL Account for Retirement
Indexed universal life (IUL) insurance policies that combine a death benefit with a savings account have become popular with retirement savers looking to balance life insurance protection with growth. Part of the premium paid for one of these policies goes into a cash account that earns interest bas...
02/27/2025
Something to keep in mind. Contact me if you would like to learn new strategies to keep more of your retirement.
Tax troubles coming for IRAs and 401Ks over $200,000
Your retirement tax problem could get bigger and bigger unless you take action, warn Utah financial advisors Ryan Thacker and Tyson Thacker.
11/11/2024
Some good advice from the retired CEO of Starbucks.
Starbucks chairman emeritus Howard Schultz’s advice for young people: ‘You would benefit from working at a company’ before starting your own
The coffee billionaire says there’s value in pursuing the practical before following your dreams.
10/03/2024
Something to consider when deciding how much to spend and when during your retirement years.
I’m Retired and Regret Claiming Social Security at 70 — Here’s Why
We've all heard the advice: Wait until you're 70 to claim Social Security and you'll get the biggest possible monthly check. Tim F., a retired healthcare worker from Arizona, followed this advice to...
09/15/2024
If you ever come into a large sum of money, I urge you to get into contact with me. I can show you how to make it last a lifetime if you wish.
Texas woman, 40, squandered $250K inheritance on travel and ‘fancy dinners’ — how she turned things around
Her splurges inspired some tough lessons about money.
09/09/2024
Good to know...
7 ways to build credit — without a credit card
Even if you don't have a traditional credit card, improving your credit without one is possible.
08/26/2024
Want to get a free consultation on how you can save to get out of debt? I can help you with that....
How much money should you save each month?
How much should I save each month? It’s a common question with no concrete answer. Find out what the experts say when it comes to how much you should save each month.