Ben Kunes

Safe Money Retirement Group

Articles

Estate Planning – Get Organized!

March 23, 2022

Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...

Read more >

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 ...

Read more >

The Curtain Is Drawn Back On Bond Sales

March 23, 2022

The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...

Read more >

Women Focused Financial Planning

March 21, 2022

Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...

Read more >

Are US Treasuries A Smart Bet For You?

March 23, 2022

Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...

Read more >

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 ...

Read more >

Why Your Spend Down Retirement Phase Requires Planning

March 23, 2022

Many investors, especially those within ten years of retirement, look for guidance as they near the ...

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 >

Bond Funds or Individual Bonds: Which Is Best for You?

March 21, 2022

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...

Read more >

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 ...

Read more >

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 ...

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 >

457 Retirement Plan Option

March 21, 2022

A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...

Read more >

Common Money Myths That Keep You Confused

March 23, 2022

Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...

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 >

The Float, Warren Buffett, Annuities and You

February 24, 2022

Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...

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 >

The Times They Are A Changin For Annuities

March 23, 2022

The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...

Read more >

Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

Read more >

When Harry and Sally Met Their 401(k)

March 23, 2022

Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...

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!