Ben Kunes
Safe Money Retirement Group
Articles
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 ...
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 ...
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 ...
Does a deferred income annuity have a place in your retirement plan
March 21, 2022
Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...
What Are Annuities?
March 21, 2022
What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...
Even “temporary” inflation can drain off large amounts of your wealth
March 23, 2022
Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...
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 ...
Sequence Of Returns Risk
March 23, 2022
The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...
Give your children the gift of a lifetime, money management
March 21, 2022
Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...
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 ...
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 ...
Beneficial Long Term Capital Gain Tax Rates
March 21, 2022
Did you know the tax law changed on Capital Gains? Do you know how important 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 ...
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 ...
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 ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
Earn 10% Plus With An Annuity?
February 23, 2022
Watch out for bait and switch with annuity yields Annuities are not that type of high-yield investments ...
Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!
March 1, 2022
"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...
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 ...
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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