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This week we featured a quote in one of our Facebook posts that highlighted the stance most people take when it comes to planning their retirement futures.  It went like this: “…A lot of us have put our heads in the sand when it comes to thinking about tomorrow.” Two

As we draw closer to the end of the year, we would like to pause and take a moment to say thank you to our clients.  Thank you also to everyone who took time to join us for one of our seminars and thank you to everyone we’ve met with

If you had to guess how many individual trees make up the Amazon Rainforest, what would your answer be?  In totality, 9 countries contain at least a piece of the rainforest.  There are an estimated 16,000 different species of trees that make up the Rainforest.  The region is also home

There’s always someone out there complaining about the local weatherman getting it wrong again.  “They said it was supposed be clear and now my picnic is ruined with all this rain” or “we’re in for 12 inches of snow today” when it’s 60 degrees outside.  Forecasting the weather is an

Roller coasters are always the biggest attractions at theme parks.  They dominate the skyline, and you can hear the screams of both joy and fear as the riders hit maximum g-forces.  A roller coaster can be a great time when you are at an amusement park, but do you want

For many individuals, long-term care is of chief concern. But when it comes to preparedness, they may fall short in carrying out their due diligence. This stems from an understandable hesitancy to pay steep premiums, especially for an intangible commodity such as life insurance. However, a Life Insurance Retirement Plan

As the market is continuously fluctuating week to week, or even day-to-day, it proves difficult to predict where we’re heading. Some individuals analyzing the market feel as if we are heading into another recession. With an economic downturn at risk, investing in products that offer consistency and permanence, especially during

With the passing of the SECURE Act, the way you plan for the future has drastically changed. The age for taking RMDs has been pushed back from 70½ to 72, and inherited Roth and IRA accounts need to be spent over the course of ten years as opposed to spreading

For the past month, Pennsylvania, New Jersey, and most of the country have operated under a stay-at-home order in response to the COVID-19 pandemic. While this has had obvious effects on the health of thousands of Americans, it has also had adverse results on our economic system, resulting in an

Of all the advantages that a life insurance retirement plan has to offer, the one you may be most excited to hear about is a LIRP’s immunity to stock market downturns. Want to learn more?

You’re probably familiar with Benjamin Franklin’s famous quip about how the only two things you can be sure of are death and taxes. Now, we’re not saying a LIRP will help you cheat the Grim Reaper (although a LIRP’s tax-free death benefit will help you provide for your beneficiaries when

In this episode of our podcast, we discuss the flexibility offered with LIRPs. There’s more than one way to get the most benefits out of having one, so if you have a LIRP, it also means you need the leading retirement planning company in the Lehigh County, Bucks County, Montgomery

If you’ve never heard of a Life Insurance Retirement Plan, or LIRP, you’re not alone. Experts estimate that as few as one in 1,500 Americans have heard of LIRPs, which means that a large segment of the population is not getting the most out of their retirement savings. If you’re

Planning for your retirement involves evaluating a variety of factors and making sure you are comfortable with all the qualities of your plan for the rest of your life. In David McKnight’s book Look Before You LIRP, he compares the evaluation process to that of finding a spouse, in that