Tag Archives: santa clarita

Wall Street Math

  WALL STREET MATH By Michael Goodman On January 1, 1984, the S&P 500 stood at $164.93. Over the next 30 years, it grew to $1,848.36. The annual returns were: (read down the first column, down the second column, etc) … Continue reading

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Don’t fall into these Social Security traps

(I find that MANY of the clients I work with are not aware that the income from their pensions and “qualified” savings plans (like 401k’s and IRA’s) will make their Social Security income taxable. This is one of the areas … Continue reading

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The IUL Advantage – Case Study 1

I’ve been talking to a potential client and would like you to check my math and give your opinion. This woman is a healthy 37 year old with a good job who will have a nice pension when she retires, … Continue reading

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The IUL Advantage – Why You Need an Indexed Universal Life Policy

The IUL Advantage With an indexed universal life insurance policy (IUL), you make premium payments like any other life insurance policy. Part of the premium pays for the cost of insurance and other fees, and the rest goes into a … Continue reading

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