Ben Kunes

Safe Money Retirement Group

Articles

What Happens To Bonds and Annuities If Interest Rates Rise

February 23, 2022

What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...

Read more >

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 ...

Read more >

Could Investing In Treasuries Be A Mistake?

March 23, 2022

Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...

Read more >

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 ...

Read more >

One Of The Best Financial Products Of Which Few People Have Heard

March 23, 2022

As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...

Read more >

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 ...

Read more >

If You Go Phishing, Make Sure You Are Not The Bait

March 23, 2022

The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...

Read more >

7 Shortcuts for Major Money Hassles

March 21, 2022

Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...

Read more >

Estate Executor: Duties and Obligations

March 21, 2022

An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...

Read more >

Variable Annuities | Tips to fully understanding variable annuities

March 23, 2022

Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...

Read more >

Glass, Toilet Paper And Cell Phones

March 23, 2022

Glass, Toilet Paper And Cell PhonesWhat do glass, toilet paper, and cell phones all have in ...

Read more >

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 ...

Read more >

Insider Guide To Variable Annuities

March 21, 2022

It has always been fascinating to me why this segment of the securities business has been ...

Read more >

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 ...

Read more >

Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

Read more >

Tax Loss Harvesting

March 21, 2022

What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...

Read more >

The New Corporate Business Plan: Outsource Pension Liability And Improve Profits

March 23, 2022

The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...

Read more >

How to Modernize Life Insurance at Retirement Time

March 21, 2022

I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...

Read more >

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 ...

Read more >

INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

Read more >
Ben Kunes picture

Ben Kunes

Safe Money Retirement Group

6657 Winding Creek Way

St. Louis, Missouri 63129

ben.kunes@retirevillage.com

(314) 740-6278

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!