We frequently receive inquiries from family members of decedent owners of various insurance products where there is a disconnect between their impression of who the owner of the policy wanted to be a beneficiary, and who, in fact, ended up becoming the beneficiary. So, we thought to address that topic briefly in this commentary. While […]
It isn’t always easy to save for retirement, in part because, for many people, it is far enough away that we don’t feel any sense of urgency. One possible solution? Make the future feel closer. You can start this process by asking what future benefit could be provided by choosing where you put your retirement
We were recently asked a question that led us to believe this week’s topic might be useful to many of you. While most of us are aware of how Social Security works, here are the five most important things every married couple should know about Social Security. 1) Nothing keeps you from getting your own
Married Couples and Social Security Read More »
Many retirees worry that they will live too long to enjoy their money. As a result, many are scared to spend in retirement. And can you blame them? Half of the financial world focuses on how woefully underprepared most Americans are for retirement. The other half focuses on a 3%, 4%, or 5% “safe” withdrawal
Many are Scared to Spend Money in Retirement Read More »
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Jesse Dietz, an Investment Advisory Representative (IAR), offers services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retirement Planners of Texas, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Retirement Planners of Texas Insurance Group, Inc., Texas License #2489780 and Jesse Dietz, License #1387135.