Using the IUL for Tax-Free Retirement (and to put your kids through college!)

Life insurance is not the first thing that comes to mind when thinking about ways to save for retirement. Most people recognize the need to

The biggest expense you’ll pay in retirement

You have spent hard-earned years saving for retirement.

You put a plan in place when you were young, and have had the financial discipline and mental fortitude to follow through. Now it is time to enjoy the fruits of your

How much money should you put away every month?

It may surprise you to discover that Financial Advisors recommend saving 20% of your take-home pay every month. In fact, your personal savings rate is more important than any investment return towards building a secure financial future. 20% may not

Financial Planning Basics for All Service Members

Just as you begin your military career getting the basics in place, you should start your path to financial independence with the basics too. Being in the military, you are in a special position to save a much higher percentage

Jeff Geraci

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