A Talk About Savings For Single People By Richard Wesselt, The Life Insurance General Having spent 31 years in safe secure planning, we come across a lot of young single people who start out in life not exactly knowing what to do with their money. They’ve been bombarded with various hypes from the media, their…
Richard Wesselt, The Life Insurance General Talks About Retirement Planning A common topic in today’s financial climate: retirement planning. I’d like to briefly discuss retirement planning without any risk of principle and without using wall street. No mutual funds. No stocks. When we’re building a safe, secure piece of a retirement plan, although some of…
The Life Insurance General, Richard Wesselt Talks About His Favorite Philosophies With Safe Secure Money One of the most important things about building a safe, secure plan is establishing at a very young age, proper habits. We try to help clients build great saving habits by saving 15% of their income. Richard Wesselt says Most…
The Life Insurance General, Richard Wesselt Shares Some Tips On Safe Secure Planning When A Child Comes Along Many times in the office we will have a meeting with a young couple who is about to have or recently had a baby. Most new parents we see in the office are facing a situation similar…
Richard Wesselt, The Life Insurance General Discusses Distribution Planning At Retirement A client reaches age fifty-five, sixty or sixty-five, has stopped work and now wants to start taking money from cash and accounts that they’ve accumulated. Given that we’ve developed a safe and secure plan for our client prior to retirement, or we’ve re-positioned assets…
Richard Wesselt, The Life Insurance General Talks About Creating A Legacy On A Safe Secure Basis Many times in the office we try to help clients with the following conundrum; most of their assets are invested, unfortunately their life insurance program expires. This can happen either through inexpensive term insurance (which gets extremely costly in…
The Life Insurance General, Richard Wesselt Shares Some Tips On Safe Secure Planning For A Young Married Couple We have a case where young people meet and decide to get married. They now have to integrate their finances. They may also have different philosophies around money. For example, somebody came from a household where their…