The US Government Accountability Office (GAO) is researching “non-traditional” investments within self directed retirement plans (again).Should this be a reason for concern or optimism?
How to Choose Your Solo 401k Providers
Solo 401k plans are among one of the prominent retirement solutions available in the market, especially because of their higher contribution limits and alternative investment options. However, the features of Solo 401k plan vary from one provider to another, making it necessary to do your research on Solo 401k providers before opening an account…
How Probate Cost Us $220,000
Not everyone realizes how much the probate process can cost . In the example of one of our clients, legal fees alone cost $65,000. This money could have gone to a family member instead, helping them with their mortgage, college education, or a business startup. This, instead, went to the lawyers who handled the probate process. Even worse, they ended up losing more than just the legal fees during probate.
Protect the Your Loved Ones with Life Insurance
Life insurance is a vital part of the overall financial plan. Is your family protected with the life insurance? Do you know if you have enough coverage? Do you know if you are overpaying for your life insurance coverage? Our affiliate website BestTermLife.net has Life Insurance Needs Calculator and allows you to get a quote from top insurance providers at once. Have them compete for your business! Click below now to visit the website!
Wisdom from the Bible
“Riches can disappear fast. And the king’s crown doesn’t stay in his family forever—so watch your business interests closely. Know the state of your flocks and your herds”
Could You Be the Next Success Story?
Many of our clients started with little knowledge of how a self-directed retirement account can help their investing ventures. This is why our team is here to provide all the support and guidance you need.
Explore the possibility of gaining total control over your retirement funds today, simply pick up the phone and call us at 949-228-9394. Or schedule a free appointment with one of our retirement planning experts:
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Our team at Sense Financial is committed to educating individual investors, professionals and business owners about financial concepts that make sense. We offer live events in Southern and Northern California geared toward self-directed investing. We also offer webinars, so no matter where you are, you can join us and invest in yourself.
If we can be of any service to you, please give us a call or contact us via email. Our team is committed to providing quality service to our clients and investors.
Sense Financial Team
Disclaimer: Sense Financial Services LLC is not a fiduciary and does not provide legal, tax, investment, accounting or other professional advice. If legal, tax, investment, accounting or other expert assistance is needed please use services of competent professional.
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