Category: Finance

Jeffrey Stevens announces a new publication his firm has come out with to educate pre-retirees lower taxes and prepare for retirement. Taxes are a significant factor to consider when creating a retirement plan. Paying taxes on income can significantly reduce the amount of money available for retirement savings. It is essential to understand how taxes […]

Dominique Dieujuste discusses the benefits of working with an independent insurance agent vs. a captive agent. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial/ Dominique explained: “An independent insurance agent offers many advantages that a captive agent cannot match. For example, an independent agent is not bound to any single company and […]

Patrick Anderson discusses how tax planning impacts retirement income planning. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants/ Patrick explained: “When it comes to tax planning for retirement income, one of the most important factors to consider is how taxes will impact the overall retirement plan. Taxes can significantly affect the amount […]

Elizabeth Kinsey discusses the differences between mortgage Buydown vs. ARM Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-elizabeth-kinsey-loan-originator-with-prime-lending/  An Adjustable-Rate Mortgage (ARM) is a home loan with an interest rate that can change over time. The changes in the interest rate are tied to an index, such as the Secured Overnight Financing […]

Berj Arakelian discusses loan options for real estate investors. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors/   A few different types of mortgage loan options are available to real estate investors. The most common type of loan is the conventional mortgage loan, typically used to purchase primary residences. However, investment property loans […]

Andrew Carrillo discusses the importance of working with a financial planner who is a fiduciary. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios/ Asset allocation is one of the most important decisions that investors make; it is also one of the most difficult. Asset allocation involves dividing an investment portfolio among asset classes, […]

James Hardin discusses why working with a mortgage broker is more beneficial than a traditional bank lender. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-james-scott-hardin-president-of-able-financial/  James says: “If you’re looking for a mortgage, working with a broker is a great way to ensure you get the best deal possible. They will work […]