Living Benefits Archives - Go Wise Wallet: Dreams Defined, Wealth Designed, Futures Secured

July 14, 20250Comments

How IULs and Smart Planning Can Maximize Your Wealth

Top Tax-Free Retirement Income Strategies: How IULs and Smart Planning Can Maximize Your Wealth When it comes to retirement, one of the smartest moves you can make is finding ways to

by Kleber Soares

Indexed Universal Life Insurance (IUL)

Living Benefits

July 9, 20250Comments

2025 Guide: How Business Owners Use IUL to Safeguard Growth and Retain Talent

2025 Guide: How Business Owners Use IUL to Safeguard Growth and Retain Talent Introduction In today’s uncertain business climate, successful entrepreneurs are no longer just focused on profits—they’re thinking long-term: How do

by Kleber Soares

401(k) and IRA Rollovers

Annuities

Indexed Universal Life Insurance (IUL)

Living Benefits

July 9, 20250Comments

When Pension Income Isn’t Enough: Top Strategies to Supplement Your Retirement

When Pension Income Isn’t Enough: Top Strategies to Supplement Your Retirement Pensions are a powerful tool for retirement. They’re like a sturdy foundation, giving you consistent income every month and helping

by Kleber Soares

Living Benefits

Retirement Planning

January 2, 20250Comments

The Role of IUL in Estate Planning: Protecting Your Legacy in 2025

The Role of IUL in Estate Planning: Protecting Your Legacy in 2025 Introduction Estate planning is about more than dividing your assets—it’s about leaving a legacy. In 2025, with changing tax laws

by Kleber Soares

Indexed Universal Life Insurance (IUL)

Living Benefits

December 29, 20240Comments

Customizing Coverage for Your 2025 Needs

Understanding IUL Policy Riders: Customizing Coverage for Your 2025 Needs Introduction Life is unpredictable, and your financial strategy should be built to adapt. In 2025, Indexed Universal Life Insurance (IUL) remains one

by Kleber Soares

Indexed Universal Life Insurance (IUL)

Living Benefits

December 29, 20240Comments

Choosing the Best Education Savings Option for 2025

IUL vs. 529 Plans: Choosing the Best Education Savings Option for 2025 Introduction Saving for your child’s education is one of the most significant financial goals for families in 2025. With rising

by Kleber Soares

Living Benefits

Tax-Free Retirement

July 20, 20230Comments

Financial Planning Hacks for Parents

Mom & Dad Hacks: Smart Financial Planning for Thriving Families Feeling buried under laundry and bills while dreaming of financial security for your family? You're not alone! But here's the good

by Kleber Soares

Indexed Universal Life Insurance (IUL)

Living Benefits

July 20, 20230Comments

Millennial Money Mastery: Cultivating Financial Habits

by Kleber Soares