Ben Kunes
Safe Money Retirement Group
Articles
Charitable And Individual Gifting Considerations
March 23, 2022
Charitable Gift AnnuitiesA charitable gift annuity (CGA) provides a structured way to give to charity while securing ...
The Thrift Saving Plan (TSP)
March 21, 2022
The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement plan for ...
Insider Guide To Variable Annuities
March 21, 2022
It has always been fascinating to me why this segment of the securities business has been ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
Why Both Spouses Must Be Involved When It Comes To Retirement Planning
March 23, 2022
Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...
What is tax-loss harvesting and will it work for you?
March 21, 2022
“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...
Running Out of Money Before You Run Out Of Life
March 23, 2022
A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...
The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?
March 1, 2022
William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...
Anger Emotions And The Lack Of Information
March 23, 2022
Anger Emotions And The Lack Of InformationI’m seeking some “advice from management.” This is a request ...
Social Security Will Run Out of Money
March 23, 2022
I know that is a broad and concerning statement intended to cause the reader to investigate ...
Your Broker Wants You To Know All Quiet On The Western Front
March 21, 2022
If you haven’t read the colossal epic book about WWI, All Quiet on the Western Front, ...
Outsource Your Concentrated Risk To A Risk Bearer
March 23, 2022
Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...
Minimizing Probate By Using a POD and a TOD
March 23, 2022
Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
Annuities and Asset Protection
March 21, 2022
Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...
Credit Score Information Frequently Asked Questions and Answers
March 23, 2022
Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...
The Dow Jones Industrial Average Will Hit 30,000
March 23, 2022
I remember well that statement being made at a financial convention years ago, the speaker followed ...
Should You Have Debt In Retirement?
March 21, 2022
Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
Protecting the Family Inheritance: Beneficiary-Controlled Trusts
March 21, 2022
In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...
Ben Kunes
Safe Money Retirement Group
6657 Winding Creek Way
St. Louis, Missouri 63129
ben.kunes@retirevillage.com
(314) 740-6278
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