by sven | May 13, 2025 | Uncategorized
Which Federal Agencies Are Most Affected? Several key agencies have seen significant staffing changes: Internal Revenue Service (IRS): Facing one of the largest adjustments, the IRS plans to reduce its workforce by nearly 50%, including 7,000 probationary workers...
by sven | May 9, 2025 | Uncategorized
Optimize Giving and Maximize Tax Efficiency After Age 70½ Every year, millions of retirees across the U.S. make charitable contributions from the heart—only to realize later that the IRS may not reward their generosity with a meaningful tax break. Why? Because the...
by sven | May 7, 2025 | Uncategorized
When it comes to preparing for retirement, one question matters more than all the rest: Will my money last? For decades, annuities—especially fixed and fixed indexed annuities—have offered a reliable solution for generating predictable income without market risk. Yet...
by sven | May 5, 2025 | Uncategorized
Retirement isn’t just a date on the calendar—it’s a financial turning point that can determine the comfort and security of your later years. But few people realize that the most vulnerable time in retirement planning isn’t during market crashes or economic shifts—it’s...
by sven | May 2, 2025 | Uncategorized
Interview by Brent Meyer, Founder of SafeMoney.com In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Carl Wyllie, President of Hartland Benefits Inc., about his honest, research-driven approach to retirement planning. With over 30...
