William Coulter
People First Integrity Financial
Articles
Making the Most of Your Required Minimum Distributions (RMDs)
January 31, 2025
As the end of the year approaches, retirees need to ensure their financial obligations are in ...
Is There Risk Investing In US Treasuries
December 30, 2024
In the world of “safe money” nothing compares to owning US Treasuries. The reason is simple, ...
Healthcare Is The Biggest Social Issue Of The 21st Century
December 30, 2024
Please pay attention: The most significant problem facing retirees is not the insurance cost but the ...
The Cost of Living Tug-of-War for Social Security Recipients
December 11, 2024
In early October, the Social Security Administration (SSA) will announce the much-anticipated Cost of Living Adjustment ...
Deferred Annuities As A Retirement Planning Tool
November 25, 2024
Many individuals diligently contribute to retirement plans but often wonder if they will have enough to ...
The Evolution and History of Fixed Index Annuities
October 25, 2024
Fixed index annuities (FIAs) have become popular retirement income vehicles, evolving to meet the diverse needs ...
Understanding and Avoiding Social Security Benefit Scams
September 18, 2024
Social Security benefits are a hard-earned lifeline for millions of Americans, especially retirees and individuals with ...
The Importance of Ethical Investing
August 29, 2024
In today’s dynamic financial landscape, ethical investing has gained significant traction, appealing to a growing segment ...
The Importance of Long-Term Care Insurance and the Role of Unpaid Caregivers
July 30, 2024
As our population ages, the demand for long-term care services rises substantially. Long-term care insurance (LTCI) ...
The Hidden Cost of Procrastination and How Delaying Retirement Savings May Hurt You
June 27, 2024
As the tax deadline approaches, the rush to make last-minute retirement contributions becomes familiar. This annual ...
Reviewing Your Retirement Plan
May 24, 2024
We find ourselves firmly planted in the year 2024, a time when reflection on our financial ...
Maximizing Retirement Savings with Roth IRA Contributions for Tax-Free Growth and Withdrawals
March 7, 2024
Disclaimer: The information below is assumed to be accurate. Rules and regulations change, make sure you ...
Long-Term Care - The Retirement Conversation You Need to Have
February 29, 2024
Picture this: You've saved diligently and worked hard your whole life and are enjoying your well-deserved ...
Probate vs. Non-Probate Assets
January 19, 2024
What sets them apart? Estate planning is essential to preparing for the future, particularly for retirees ...
The Bridge Between Dreams and Reality
December 19, 2023
How Life Insurance Can Stabilize Your Retirement Journey Retirement. A time envisioned with sun-kissed mornings, leisurely ...
Social Security: A Foundation, Not a Fortress
November 27, 2023
The imagery of Social Security as a "foundation" rather than a "fortress" is apt. A foundation ...
Maximizing Retirement Income
October 27, 2023
The Advantages of Delaying Social Security Benefits Delaying Social Security retirement benefits can be a strategic ...
What You Need to Know About Probate
September 28, 2023
Is Probate Something to Fear? A Consumer Perspective When it comes to the topic of probate, ...
The Power of Tax Advantages
August 29, 2023
How Annuities Boost Your Retirement Savings The word "retirement" often conjures images of sandy beaches, leisurely ...
Understanding Safe Money
August 24, 2023
Securing Retirement with Tax-Advantaged Accounts and Principal-Shielding Investments Retirement is a period that many eagerly await, ...
William Coulter
People First Integrity Financial
4007289
2819 W March Lane
Suite B6-169
Stockton, California 95219
william@wcoultersafemoneypro.com
(510) 375-7402
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