SafeMoney Marketing

05/18/2024

This is the REAL GLENN. My OM just told me that I sent her a friend's request. 10 minutes later, I got a friend's request to myself. So, I must have been hacked. So do respond to a friend's request from me.

08/30/2023

Little better than keeping money under the mattress, the idea that bank accounts are the best way to save for retirement is a myth. In reality, they are

Little better than keeping money under the mattress, the idea that bank accounts are the best way to save for retirement is a myth. In reality, they are

08/30/2023

Feel heard by your financial advisor. As a financial advisor, it starts first with a connection with my clients. Then I use a personal, straightforward, and long-term approach to investing. Click here http://safemoneymarketing.net and start the change!

08/29/2023

Every day we hear news about banks and the safety of our money.
I am not concerned about deposits that are FDIC insured. I am increasingly concerned about the consolidation and acquisition of smaller local and regional banks into larger national banks. By adding more banks to their national framework, my concern is that fees and expenses may increase because of a lowering of competition. Big banks may have a competitive advantage, which is why we need to learn how to manage our banking relationships.

How do we do that? Information and education. Here are 3 links that may help you be more informed.

“Manage Your Bank and Save Fees” contains tips about managing your banking relationships to help lower your banking costs and expenses.
https://ayr.app/l/hVKF

08/28/2023

We ensure just about everything, don't we? Our homes and cars; we even use trip insurance to protect our vacations. So why not guarantee our retirement

08/28/2023

It's about you and your financial well-being. I can provide the resources you need to help you build your retirement plan. Let's chat!
http://safemoneymarketing.net

08/27/2023

When it comes to choosing the perfect retirement destination, Oklahoma may not be the first state that comes to mind. However, this hidden gem offers a host of benefits that make it an increasingly attractive choice for retirees seeking a peaceful and fulfilling retirement. From its affordable cost of living to its welcoming communities and breathtaking landscapes, here are some compelling reasons why retiring in Oklahoma could be the best decision you’ll ever make.
https://ayr.app/l/uWYw

08/26/2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the United States government that provides insurance to depositors in case

08/26/2023

If you can dream it, you can live it. I can provide the knowledge and guidance you need to feel confident, informed, and in control of your retirement. Click here http://safemoneymarketing.net to see how I can help you!

08/25/2023

It is hard to believe how far interest rates at the bank have increased. It is possible to earn 5% (or more) on a one-year Certificate of Deposit according to bankrate.com.

Not only have banks increased the interest they are paying but so have insurance companies with their Multi Year Guaranteed Annuity (MYGA) products. Many products offer even higher interest rates than the banks. Which would be a better choice?

The answer depends on your personal situation, but a big factor may be taxes. If you choose a bank product, all earned interest is taxed annually, but by using an annuity product you may be able to defer the tax liability into the future.

Our brochure, “How Would Albert Einstein Explain Tax Deferral” explains the benefits of tax deferral investing (it is an immediate download)
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08/23/2023

Successful planning can help propel net worth. No matter what your situation is, I am here to show you the right financial steps to take. Get in touch with me to learn more.
http://safemoneymarketing.net

08/23/2023

An annuity ladder is a financial planning strategy that involves dividing a lump sum of money into a series of annuities with different maturities. The

An annuity ladder is a financial planning strategy that involves dividing a lump sum of money into a series of annuities with different maturities. The