Ben Kunes
Safe Money Retirement Group
Articles
Is Your Retirement Income A Guess Or A Guarantee
October 1, 2022
When planning retirement, do you depend on projections based on future conditions, or do you plan ...
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 ...
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
March 23, 2022
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...
FINRA And Its Relentless Attack on Excessive Fees
March 21, 2022
Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...
Is Financial Planning Different Than Retirement Planning
March 23, 2022
Is Financial Planning Different Than Retirement Planning What is the difference? Make sure you know.Yes, it most ...
Invisible Fees in Mutual Funds
March 21, 2022
Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...
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 ...
Making Retirement Savings Last
March 23, 2022
What is the number one worry for retirees?Not having enough money saved to last them in ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Social Security Retirement Benefits: Know Your Options
February 17, 2022
You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...
Savings Bonds and Tax Deferral
February 23, 2022
Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...
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, ...
Should you put an annuity inside your IRA? The answer is a definite MAYBE.
February 22, 2022
An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...
The Best Time for Tax Planning
March 21, 2022
Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
A Comprehensive Guide To Annuities and Annuity Investing
March 21, 2022
A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...
The Tax Deferred Annuity
March 21, 2022
A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...
Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
March 21, 2022
Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...
Can A Life Settlement Benefit You
March 21, 2022
What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...
Annuity Riders
February 9, 2022
Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...
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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