401(k) vs. Life Insurance
Have you seen those bold claims on social media lately? Insurance salesmen are touting life insurance as a superior investment to a...
top of page
BLOG
George Jameson
- Dec 14, 2023
- 4 min
2024: Navigate the Market Maze with Expert Insights
Forget market predictions, embrace clarity! As a fee-only, low-cost financial advisor, I'm not here to play the guessing game with your...
29 views0 comments
George Jameson
- Oct 31, 2023
- 5 min
Demystifying Annuities: A Comprehensive Guide for Retirees
Today, we are diving into the world of annuities, providing you with a comprehensive understanding of what they are, how they work, and...
31 views0 comments
George Jameson
- Oct 2, 2023
- 2 min
4 Retirement Income Strategies: Which One Fits You Best?
In this article, we'll delve into Dr. Wade Pfau's four primary Retirement Income Strategies outlined in his book, "The Retirement...
58 views0 comments
George Jameson
- Aug 16, 2023
- 3 min
Exploring the Guardrails Withdrawal Strategy: Is It Right for Your Retirement?
Welcome to our latest blog post! Today, we're diving into the Guardrails withdrawal strategy, a flexible approach that could potentially...
108 views0 comments
George Jameson
- Aug 9, 2023
- 3 min
Navigating Retirement Withdrawal Strategies: What is the 4% Rule & Should You Use It?
In this issue, we delve into the intricacies of the 4% Withdrawal Rule.
47 views0 comments
George Jameson
- Jul 25, 2023
- 3 min
HOW MUCH MONEY DO YOU NEED TO RETIRE?
By: George Jameson, CFP®, MBA Welcome to the latest edition of the "Capital Wealth Group" newsletter. In this issue, we'll dive into one...
56 views0 comments
George Jameson
- May 10, 2023
- 3 min
6 Common Retirement Mistakes to Avoid
By: George Jameson, CFP®, MBA Retirement is supposed to be a time of fun and relaxation, but it can quickly turn into a financial...
31 views0 comments
George Jameson
- Apr 7, 2023
- 2 min
“Get Ready for Retirement” Top 5 Planning Tips for Those within 5 Year of Retiring”
By: George Jameson, CFP®, MBA Retirement planning is a daunting task, especially for those who are within five years of retirement. With...
17 views0 comments
George Jameson
- Mar 29, 2023
- 3 min
Ask an advisor: Will Medicaid rescue my ailing mother?
Ask an advisor: Will Medicaid rescue my ailing mother? By Nathan Place January 13, 2023 4:53 PM https://www.financial-planning.com/list/a...
10 views0 comments
bottom of page