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 Five-hundred and 2 days ago, from the time of writing this blog, a new president of the United States has “slashed regulations that strangle the economy by nearly $2 trillion a year.”[i]  Which has increased the wealth of U.S. households $7.1 trillion![ii] This, all in spite of what the Economic Policy Institute or the Brookings …

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This is a short clip from John McFie’s presentation about Retirement Income Strategies at the 2017 Wealth Summit. Enjoy!

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Over 4 million people will retire this year.  That’s nearly 11,000 per day!  And nearly 9 out of 10 of them all have the same worry: “Will I out outlive my money?”[i]  Many accountants and financial planners run financial models to assure their clients that they will have the money they need to meet future …

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Planning for Retirement and future Passive Income are top priorities for many people we talk with on a weekly basis.  Today on Wealth Talks, discover why the “4% rule” is no longer relevant and some things you can do now to start planning proactively for your future. Also see: Retirement Remastered – Smart Strategy for Passive Income in Your Golden …

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Everyone talks about retiring someday, dreaming about how it’s going to be.  No alarm clock, no schedule, no boss, no worries and not a care in the world.  To some this means golfing daily. For others it might include traveling, more time with grandchildren, volunteering, or taking on some new and distinctive responsibilities.  Yet there …

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Fees, fees and more fees seem to be the norm when planning for your retirement.  Which leads one to ask, “Are there any specific restrictions on how many fees or how big the fees can be?”  And the direct answer is NO!  However, the Securities and Exchange Commission (SEC) does confine how large a fee …

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Tom and John McFie talk about Retirement and Qualified Plans, and what is happening to American’s savings, Social Security, and Retirement. So what should people do to avoid this? Asks John. Tom shares the Financial Solution that creates Wealth, Money and Freedom that he discovered when he was 45 years old. Transcript: Tom: Welcome to …

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Have you ever wondered, “Should I pay off my mortgage early?” Many homeowners ask this question because they want to get ahead financially.  My Mom and Dad paid off their first home in 5 years. They wrote a check and bought their second home with cash – a beautiful, 2 story brick home on 3 …

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According to the Social Security Administration, 90% of retired seniors depend on Social Security for at least one-third of their income.  More than 50% depend on Social Security for more than 90% of their income, and for unmarried persons, 45% depend on Social Security for 90% or more of their income.[1] Here’s the trap: One must …

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Procrastination is a killer!  It kills time, it kills ideas, it kills progress, and it kills opportunity.  In short procrastination kills the future. Interestingly, procrastination is not something that is easily identified, especially by those who are involved in it.  But the consequences of procrastination are similar to the consequences of losing something of value.  …

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