by Grant Ryan | Jun 11, 2025 | Financial Advisors, Video Marketing
Roth IRA: Contribute or Convert Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other traditional retirement...
by Grant Ryan | May 28, 2025 | Financial Advisors, Video Marketing
Video: What to Do with an Inherited IRA If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA in your name for...
by Grant Ryan | May 20, 2025 | Reverse Mortgage, Video Marketing
YouTube Video: Reverse Mortgages There’s a lot of misinformation out there about reverse mortgages, so let’s separate the facts from the fiction. To qualify for a reverse mortgage, you must own your home outright or have at least 50% equity, but you don’t have to...
by Grant Ryan | May 14, 2025 | Life Insurance, Video Marketing
Video: Group Health Insurance Choosing the right Group Health Insurance Plan can help reduce costs for employers and employees. For employers, providing a Group Health Plan saves money because it spreads risk across a larger group, reduces premiums, and provides...
by Grant Ryan | Apr 22, 2025 | Reverse Mortgage, Video Marketing
Why Talk to a Reverse Mortgage Specialist You’re retired – or soon will be – and you’re in the process of planning for the days after you stop working. You’re checking with your financial advisor regularly to make sure your IRA or 401K is performing as...
by Grant Ryan | Apr 15, 2025 | Financial Advisors, Video Marketing
Turning 65: Important Decisions If you’re turning 65, you’re facing some important decisions that can affect your life in retirement for years to come. The first crucial decision is finding the right Medicare coverage. With Medicare coverage changing every year, and...
