“The Old Grey Mare, she ain’t what she used to be,” and neither are Money Market Funds (MMFs), sometimes referred to as Money Market Mutual Funds. MMFs used to be considered a low-risk investment, along the lines of a passbook savings account or certificate of deposit, with the opportunity to earn a higher interest yield. …

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The 2017 Wealth Summit is coming up in a few short months: October 6-8th. Discover the value of this seminar and then register for the best savings before June 30th. www.wealthsummit.net

Note: If passed into law, pending legislation could substantially change Roth IRA regulations after Dec 31, 2021 – especially relating to distributions and backdoor rollovers. The idea of an SDIRA (self-directed IRA) has become rather trendy among certain circles.  An SDIRA may sound appealing to you if you believe that there is a higher return …

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2017 has proven to be a winner for US stocks, with a posting of the best run in the past 25 years. In fact, most everyone in the stock market is happy about the huge upturn that has taken place.  “After the first quarter alone the Dow had gained nearly 5% with the Nasdaq gaining …

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Remember the tagline, “Fall into the GAP”?  Well, a number of years back we started McFie Insurance’ radio program out by reading this tidbit of wisdom from King Solomon about life; “A feast is made for laughter, wine makes life merry, and money is the answer for everything.”[i] Fascinatingly, several folks thought I was quoting …

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Everyone remembers the theme song of Grease, “Hopelessly Devoted To You”. That 1970’s movie starring John Travolta and Olivia Newton John was a major hit.  And another major hit of the 1970’s was the 401k and IRA to which so many are still hopelessly devoted.  That is, until Congress removes the incentive to have a …

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Planning for Retirement and future Passive Income are top priorities for many people we talk with on a weekly basis.  Today on Wealth Talks, discover why the “4% rule” is no longer relevant and some things you can do now to start planning proactively for your future. Also see: Retirement Remastered – Smart Strategy for Passive Income in Your Golden …

Continue reading “Retirement and Passive Income EP.102”

Preserving your family values for handling money and wealth.  Discover some simple practical activities you can do with your children to plant the values of Perpetual Wealth and Wise Stewardship even at a young age.  Here is the link to get the children books discussed in this episode: https://mcfieinsurance.com/store.html Transcript: Tom: Welcome to Wealth Talks …

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As of January, 2017, less than 6 in 10 Americans have enough money saved to cover an unexpected expense of over $500![i]  And nearly 1 in 2 adults reported that they, or a family member, had faced a major expense such as this in the last 12 months.[ii]   These facts do not bode well for …

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The greatest downside of The Perpetual Wealth Code™ and options for passive income in your Golden years.  Hint: The downside is also your greatest benefit in using The Perpetual Wealth Code™.   Psst…be sure to check our YouTube channel to see the office tour video Jesse is sharing this week. Transcript: Tom: Welcome to Wealth Talks …

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