Acronyms can be confusing at times. Even more confusing then that, what type of accounts they stand for and what accounts might be a better choice for you depending on your retirement goals and financial situation now. This CNBC article and 1 min video explains the difference between 401k accounts, IRA's and different Health Savings Accounts (HSA). This information can be confusing at times but this video is very helpful with explaining the basics, and if you still find yourself scratching your head please don't hesitate to give Legacy a call and ask!
Life Insurance is a great money managing vehicle for many different reasons! Look at a few of the Ideas from one of the companies that we partner with.
Watch the following video from Penn Mutual that provides you with some of the advantages to buying a Life Insurance policy.
Thank you to those who came out to our May 23, 2018 Basics of Insurance & Retirement Planning Seminar at the Holiday Inn - Chicago Midway. Many current and potential clients attended the seminar and it was a huge success. It was great to see everyone there. If you missed this seminar, we will be having another one in August 2018. Please visit www.Legacyiig.com for more information on the next one. See you there! Thank you.