Did you know there have been significant improvements in annuity costs and expenses in the past few years and a new distribution channel has made this possible. Registered Investment Advisor fee only annuity has several advantages discussed in this short podcast. You can reach me at [email protected]

In the episode, I share one of the most overlooked governmental benefits available to both our veterans and their surviving spouses. War period active duty at least 90 days of service. Need personal help with lifestyle as we all age. Listen for more on this Improved Pension Benefit aka Aid and Attendance from Veterans Affairs. It could be worth hundreds of thousands of dollars to you and your family. Stewardshipmatters

In this episode, we discuss the benefits and motivations for using a donor advised fund for your charitable giving. Simplified way to support your favorite charities and provide greater control and flexibility as well as a vehicle to engage your family as well. You have the option to give anonymously or not. Lastly having someone to guide you can be very beneficial, helping you think about more impact and control.

Protecting Governmental benefits, managing financial resources, providing for long-term care, reducing financial exploitation and preserving eligibility for legal settlement.

Avoiding online fraud is critical in today's digital age. Here is a useful guide with 10 important ways to help keep you safer.

Sudden Wealth Syndrome is a real abnormal condition and we can all get pulled into success hype and get blinded by our optimism. Getting help early and knowing what to do as symptoms occur will increase your success outcomes in sudden wealth. Did you know 90% of lottery winners lose all the money within 5 years? Learn how to avoid such failure.  www.stewardshipmatters.net