Thursday, June 23, 2016
Monday, June 20, 2016
Tuesday, June 14, 2016
Youre cordially invited to be my guest!
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You are cordially invited to be my guest!
You are invited to attend
Our upcoming Money 101 Classes in the DFW Metroplex.
We go to school for 12 to 16 years to learn reading, writing and arithmetic; but never learn about "How Money Works"!
You're invited to a FREE workshop. This is not a sales seminar, but an educational setting. Bring your notepad, grab a bite to eat and listen to the fundamental principles of money.
Learn how to GROW AND PROTECT your money for retirement planning, college funding or simply wealth accumulation - with money you never knew you had.
To reserve your seat, please RSVP ASAP by responding to host Jack Waldron at jack@fiveringsfinancial.com
and katherine@fiveringsfinancial.com
When & Where
UPCOMING MONEY 101 CLASSES:
MONDAY, JUNE 20TH, 2016
PLANO / DALLAS AREA MONEY 101
Blue Mesa Grill
8200 Dallas Parkway, Plano TX 75024
From 6:15 to 8 pm
WEDNESDAY, JUNE 22ND, 2016
SOUTHLAKE / FORT WORTH AREA MONEY 101
DeVivo Brothers Latin Fusion
2777 E Southlake Blvd #100, Southlake TX 76092
From 6:15 to 8 pm
Our upcoming Money 101 Classes in the DFW Metroplex.
We go to school for 12 to 16 years to learn reading, writing and arithmetic; but never learn about "How Money Works"!
You're invited to a FREE workshop. This is not a sales seminar, but an educational setting. Bring your notepad, grab a bite to eat and listen to the fundamental principles of money.
Learn how to GROW AND PROTECT your money for retirement planning, college funding or simply wealth accumulation - with money you never knew you had.
To reserve your seat, please RSVP ASAP by responding to host Jack Waldron at jack@fiveringsfinancial.com
and katherine@fiveringsfinancial.com
When & Where
UPCOMING MONEY 101 CLASSES:
MONDAY, JUNE 20TH, 2016
PLANO / DALLAS AREA MONEY 101
Blue Mesa Grill
8200 Dallas Parkway, Plano TX 75024
From 6:15 to 8 pm
WEDNESDAY, JUNE 22ND, 2016
SOUTHLAKE / FORT WORTH AREA MONEY 101
DeVivo Brothers Latin Fusion
2777 E Southlake Blvd #100, Southlake TX 76092
From 6:15 to 8 pm
Monday, June 13, 2016
How Jason Battled Cancer And Still Paid The Bills
Jason Mendelsohn was a young professional who had it all - a booming family business, a beautiful wife, healthy kids, and he was in the best shape of his life... until he was diagnosed with stage four cancer. Tune in to hear how Disability Income Insurance allowed him to focus on defeating cancer instead of worrying about his family's finances.
Quote of the Month:
"Life is either a daring adventure, or it is nothing at all."
--Helen Keller
Monday, June 6, 2016
Advantages of Annuities
Advantages of Annuities
Annuities are among the most unique types of investments available, and there are many reasons why investors look to them as a key retirement savings vehicle. Some of the key benefits provided by annuities are:
Tax Deferral – Annuities stand alone as the only investment that is inherently accorded tax-deferred status. All money invested into annuities of any kind grows tax-deferred until it is withdrawn. Annuities have no limit on the amount of money that can be placed into them, and there are also no income phase out schedules that apply to contract owners or annuitants. This gives them a substantial advantage over Individual Retirement Accounts (IRAs) and qualified plans for wealthy investors who can shelter millions of dollars from taxation inside these contracts.
Guaranteed Payout – Annuitants that choose any type of life payout option can rest assured that they will receive some sort of payment until they die, even if they completely exhaust the value of the contract beforehand.
Protection from Probate and Creditors – Annuity contracts are generally exempt from creditors in most cases and are unconditionally exempt from probate proceedings nationwide. Exemption from creditors can vary somewhat from one state to another; for more information on this matter, call your state insurance commissioner.
Exemption from FAFSA Asset Status – Parents and students who apply for financial aid do not have to list any annuity contracts that they own as assets on the Free Application Of Student Aid (FAFSA) form. This can obviously make a huge difference in the amount and terms of loans and grants that the student is eligible to receive.
Read more: Introduction To Annuities: Advantages And Disadvantages | Investopedia http://www.investopedia.com/university/annuities/annuities2.asp#ixzz4Ar4poU82
Follow us: Investopedia on Facebook
Annuities are among the most unique types of investments available, and there are many reasons why investors look to them as a key retirement savings vehicle. Some of the key benefits provided by annuities are:
Tax Deferral – Annuities stand alone as the only investment that is inherently accorded tax-deferred status. All money invested into annuities of any kind grows tax-deferred until it is withdrawn. Annuities have no limit on the amount of money that can be placed into them, and there are also no income phase out schedules that apply to contract owners or annuitants. This gives them a substantial advantage over Individual Retirement Accounts (IRAs) and qualified plans for wealthy investors who can shelter millions of dollars from taxation inside these contracts.
Guaranteed Payout – Annuitants that choose any type of life payout option can rest assured that they will receive some sort of payment until they die, even if they completely exhaust the value of the contract beforehand.
Protection from Probate and Creditors – Annuity contracts are generally exempt from creditors in most cases and are unconditionally exempt from probate proceedings nationwide. Exemption from creditors can vary somewhat from one state to another; for more information on this matter, call your state insurance commissioner.
Exemption from FAFSA Asset Status – Parents and students who apply for financial aid do not have to list any annuity contracts that they own as assets on the Free Application Of Student Aid (FAFSA) form. This can obviously make a huge difference in the amount and terms of loans and grants that the student is eligible to receive.
Read more: Introduction To Annuities: Advantages And Disadvantages | Investopedia http://www.investopedia.com/university/annuities/annuities2.asp#ixzz4Ar4poU82
Follow us: Investopedia on Facebook
Wednesday, June 1, 2016
Who should do #FinancialPlanning, #mom or #dad?
Who should do #FinancialPlanning, #mom or #dad? Both, and here's why:
http://realwealthmedia.com/NAIFA
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