Bringing It All Together: Why The Perennial Income Model™ Makes Sense
If you’ve ever asked yourself, “Will I outlive my money . . . or will my money outlive me?” then you’re asking the right question. It’s the same one we’ve helped hundreds of retirees answer through our Perennial Income Model™. And frankly, there’s never been a better framework to provide that answer with confidence and […]
Giving to Others While You Live: The Meaningful Impact of Gifting Today
When you think about why giving matters, it isn’t only about the inheritance you’ll leave behind someday. It’s about what your support can do for the people and causes you care about right now—while you’re here to see the difference. Lifetime gifts aren’t just transfers of money; they’re moments, memories, and opportunities that ripple through […]
Smart Year-End Tax Moves
The final stretch of the year gives you a short window to make choices that still count on this year’s paperwork. Many of the best decisions are timing decisions, and they can shape what lands on your return when the calendar closes on December 31st. A smart approach starts with clearly understanding your options. From […]
Why Retirees Need A Retirement Balance Sheet
There are numerous factors that come into play when it comes to retirement, from daily expenses to the accounts that fund your future plans. Viewing all these elements in one place can reduce confusion and spotlight what truly matters. A concise balance sheet offers this unified perspective by capturing your current financial snapshot. This blog […]
Early Retirement Health Insurance Options
Finding the best health insurance for your needs can take some time and effort. There are many plans that sometimes be confusing to understand what each plan truly offers. Alek Johnson breaks down four options for health insurance including COBRA, Medicaid, Christian Healthcare Ministries, and the Marketplace. With the Marketplace providing more options for those looking for health insurance, Alek specifically covers how the Marketplace works.