by Jack Nachtrab | Aug 30, 2021 | Life
Jack Nachtrab According to a recent survey, 36% of retirees say they’re unable to spend as freely as expected, and 60% say they travel less than they want to. Retirement is something everyone looks forward to, but not something everyone plans for. An important part of...
by Jack Nachtrab | Jul 26, 2021 | Long Term Care, Uncategorized
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from LTCI as there is no guarantee they’ll use it and they don’t want to pay premiums they...
by Jack Nachtrab | Jun 21, 2021 | DI
Jack Nachtrab Life Insurance Consultant As of 5/31/21, the Consumer Price Index (CPI) was up 5% on a trailing 12-month basis. This means the cost of everyday goods are getting more expensive and a dollar doesn’t go quite as far as it did a year ago. People are feeling...
by Jack Nachtrab | May 17, 2021 | Life
Jack Nachtrab Life Insurance Consultant Many clients save for retirement in qualified plans that defer taxation until the funds are withdrawn. These qualified plans require distributions (RMD’s) to be taken starting at age 72, whether the client wants them or...
by Jack Nachtrab | Mar 16, 2021 | Life
Jack Nachtrab Pensions in the private workplace are not as prevalent today as they used to be, however most public sector jobs still offer pensions. When it comes time for retirement, married clients are faced with the decision on whether to take a single-life payout...
