Executive Wealth Solutions

10/23/2019

Learn the little known strategy of using lender funds to maximize the cash value in your IUL. The strategic use of leverage creates a phenominal potential to maximize your supplemental tax-free retirement income without market risk or tax-law changes.

09/05/2019

Very proud to have our company named the Best Consultant of 2019 in Kirkland

11/30/2017

https://www.forbes.com/sites/sageworks/2015/10/11/6-things-to-know-about-buy-sell-agreements/

How would you like your business partner’s ex-spouse to help run your company? Does it sound like fun to have a bank own part of your business should your co-founder file for personal bankruptcy? Without a buy-sell agreement in place, business owners risk facing these scenarios and other situation...

11/30/2017

https://www.forbes.com/sites/carolynrosenblatt/2017/11/07/consider-2m-the-cost-of-long-term-care-for-one-aging-parent/

The annual Genworth cost of care study reminds us that costs are rising for all kinds of care. Planning for long term care is essential as about 70% of us will need it. We need to look at and see that they are ourselves a few years down the road.

11/30/2017

Great tool for researching college costs:

Find the college that’s the best fit for you! The U.S. Department of Education’s College Scorecard has the most reliable data on college costs, graduation, and post-college earnings.

11/29/2017

https://www.forbes.com/sites/jamiehopkins/2017/04/27/why-life-insurance-is-essential-for-retirement-planning

Life insurance, when used properly, can help supercharge a retirement plan by make the plan more tax efficient, providing peace of mind, improving total portfolio returns, and creating a source of income replacement.

11/29/2017

http://www.businessinsider.com/the-us-is-facing-a-major-retirement-crisis-2017-10

Far fewer companies are offering retirement plans these days — and it's about to cause a huge economic headache.

11/29/2017

Sobering statistics on college costs:

Find out how the average cost of college varies among different institutions and how much debt will be accrued by students this year.

11/29/2017

http://news.morningstar.com/articlenet/article.aspx?id=823957

In my years of speaking to groups of retirees and pre-retirees, I've learned that there are a handful

11/29/2017

Long term care cost calculator by state:

Discover the average cost of long term care in your area based off of the Genworth Cost of Care Map and Survey. Find out how much you can expect to pay for LTC in your area.

11/29/2017

http://www.businessinsider.com/how-much-college-costs-around-the-world-2017-9

Of the 35 member countries in the OECD average, the US has the highest average tuition at both public and private colleges.

11/29/2017

https://www.buzzfeed.com/venessawong/in-18-years-a-college-degree-could-cost-about-500000?utm_term=.gfvNRLKyp #.ubAGOlLmo

I think I just threw up.