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Helping Heroes Retire

Helping Heroes Retire

Latest Articles

Insurance Long-Term Care Insurance: What Coverage is Best?

Posted on July 30, 2021 by Gregg Brant

52% of people turning 65 will need some type of long-term care services during the remainder of their lifetimes and just 11% percent of the population has any form of Long-Term Care Coverage.  As people continue to live longer, many will likely need assistance caring for themselves. The decision of whether to buy long-term care insurance vs. self-insuring is an important one. If… READ MORE

Retirement IRA’s and Roth IRA’s – Tax Pitfalls You Need to be Aware of

Posted on July 12, 2021 by Gregg Brant

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan (yes, that means all of you with defined benefit pensions and FRS Investment are included). If you participate in your employer’s plan or if you are above the income threshold (presently $66,000 for single filers and $105,000 for married couples), then you are ineligible to make DEDUCTIBLE IRA contributions. You are still… READ MORE

Insurance • Investments Variable Annuities: Are They Worth It?

Posted on June 30, 2021 by Gregg Brant

As you approach retirement, a question you might be asking yourself is “Should I put my retirement assets in an annuity”. There are three main types of annuities: variable, fixed-indexed and fixed. In this article we are going to explain what makes variable annuities unique and their pros and cons. A variable annuity is typically… READ MORE

Taxes Possible Tax Law Changes and How They Could Impact You

Posted on February 11, 2021 by Tad Sacheck

It is official the Democratic party controls both houses of Congress as well as the White House.  This article aims to address the tax changes that they might propose as well as provide insight as to when they might go into effect.  Assuming that some version of the Biden Plan is passed into law, one… READ MORE

Florida Retirement Planning • Investments • Personal Finances • Retirement Is Your Financial Advisor Doing the Right Thing?

Posted on February 5, 2021 by Gregg Brant

Financial Advisor, Investment Advisor, Broker, “guy”. These are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the same thing, they can in fact be very different in terms of how your advisor is compensated, where their loyalty lies, and the objectiveness of their advice…. READ MORE