RETIREMENT RISKS

This ongoing series will discuss some of the most common retirement risks, and how to mitigate them.

AI: THE NEWEST MEMBER OF THE TEAM.

This will be a 2 part article about working smarter with AI and managing the risks.

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WELCOME TO VARGA NEWS!

LTHC 101

Long Term Health Care - 70% of us will have an extended health care even in our lifetime. Learn how to plan and what solutions are available.

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Upcoming Posts:

• 3 Tax Codes for Building a Family Bank

• Roth IRA or Traditional?

• 5 Reasons to Convert to a Roth

• What is the Kai-Zen Plan?

* Life Settlements - How to get the best offer

• The Truth About Annuities

• What are Indexed Insurance Products?

• What you should know about the Pension

Protection Act

• Borrowing Your Way Through Life According to

Mark Quann

Trusts and Estate Planning Documents

Interview with Morgan Gill Attorney at Warren & Migliaccia, L.L.P.

Morgan graduated from Texas Tech University in 2015, with a B.A. in Political Science and a Minor in Legal Studies. Upon finishing her undergraduate studies, she attended South Texas College of Law in Houston, Texas where she earned a Juris Doctor in May 2018.

The new Varga News blog will feature articles on finance, insurance, and things you should know to keep yourself informed and protected to prepare for your retirement and to pass on a legacy.

We will have guest interviews and we do want to know what interests you, and we will get the info!

If you would like to provide an informative article, drop us an email below.

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Is All Term Life Created Equal?

Let’s do an overview of some features that make policies different, so you can make sure you are making an educated decision.

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6 Steps to Creating a Successful Budget

No matter what your income, the foundation of any successful budget starts with understanding where you stand financially. Here’s a step-by-step approach.

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Inherited IRAs 2020 Changes

Effective in 2020 the Secure Act, changed the rules on inherited IRAs. A notable change was introducing the 10-year rule for designated beneficiaries.

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