Accounting, Bookkeeping, Income Tax Preparation, And Consulting Forum

Hi guys, in today’s video I want to share with you why Estate Planning is IMPORTANT to every financial advisor. Join the Mentoring Family to get more tips like these: http://bit.ly/2KUXBnq Ever since I started the mentoring family, I’ve been receiving many messages from members asking me multiple questions related to Estate Planning. 🤔 Questions like: “Dr Sanjay, why and how can I learn about estate planning ? I want to close a bigger case.” “I met a business owner today, I’m not sure what can I do for him, can you advice me?” “I was recommended to a high [More]

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A new study on baby boomers shows a majority feel there is a retirement crisis in progress. The disappearance of defined benefit plans, stock market volatility and low interest rates are making it hard to protect their assets and keep up with inflation. Retirement planning expert John Kelly in Oak Lawn Illinois says many are turning to annuities to create a guaranteed lifetime income stream with a potential for growth that will never run out.