About this ebook
Key Topics Covered:
• Guaranteed Lifetime Income: Explore reliable income sources like Social Security, pensions, and annuities to cover essential expenses.
• Cash Value Life Insurance: Learn how this insurance offers protection against unforeseen events and provides tax-advantaged growth potential.
• Investable Assets: Discover strategies for building wealth through investments to maintain a comfortable standard of living.
Featuring real-world case studies and actionable advice, this book makes complex financial concepts easy to understand. The Power of Three is essential reading for anyone looking to minimize taxes, increase growth, and secure guaranteed income in retirement.
With this invaluable guide, you can craft a reliable retirement plan designed by credible experts.
About the author
Meet Karen Stawicki and Samantha Irish, the powerhouse mother-daughter team behind Compass Financial, a boutique wealth solutions firm based in Charleston, SC. With over 50 years of combined experience, they’re on a mission to revolutionize retirement planning. In their book, they unveil how traditional financial strategies might be hindering your retirement dreams, shedding light on risks and common tax traps. Through their innovative “Power of 3” approach, they empower readers to maximize income, eliminate risks, and slash taxes, granting you smooth sailing into your golden years. Dive into their insights today and discover a path to the financial future you deserve.
Meet Karen Stawicki and Samantha Irish, the powerhouse mother-daughter team behind Compass Financial, a boutique wealth solutions firm based in Charleston, SC. With over 50 years of combined experience, they’re on a mission to revolutionize retirement planning. In their book, they unveil how traditional financial strategies might be hindering your retirement dreams, shedding light on risks and common tax traps. Through their innovative “Power of 3” approach, they empower readers to maximize income, eliminate risks, and slash taxes, granting you smooth sailing into your golden years. Dive into their insights today and discover a path to the financial future you deserve.
