Retirement Planning

Retirement Plans: Get relaxed.

»Posted by on Oct 6, 2011 in Featured, Retirement Planning | Comments Off on Retirement Plans: Get relaxed.

Retirement Plans: Get relaxed.

Have they scared you yet? (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment).  I remember a TV advertisement in which a nice older gentleman (not much older than I, now that I think about it ) was confiding in his 30 something year old daughter. The young woman seemed confident and professional and her Dad told her that he was worried that he may run out of money before he ran out of life.   I remember a rather graphic TV scene in which a politician was pushing someone’s grandmother off of a cliff...

read more

Income Riders on Annuities: Take Care!

»Posted by on Oct 5, 2011 in Featured, Retirement Planning | Comments Off on Income Riders on Annuities: Take Care!

Income Riders on Annuities: Take Care!

Income Riders on Annuities have become a very popular idea. (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). Most Annuities are never ‘annuitized’, meaning the owner of the annuity never turns on the switch which begins a lifetime stream of income that doesn’t stop until the annuitant dies. There are two things that cause some people to never turn on the switch:   The annuity doesn’t pay anyone any additional money when the annuitant dies. Once the annuitant turns on the switch, the switch...

read more

Tax Free Retirement: An Explanation

»Posted by on Oct 4, 2011 in Retirement Planning | Comments Off on Tax Free Retirement: An Explanation

How does it work?   It’s not a new concept. It’s an under-appreciated concept. The fact that it’s built on a Life Insurance platform, has caused many of us to go no further in exploring this option as a retirement strategy. That’s too bad because this strategy can be very beneficial for many. And that’s an understatement.  (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). I’ll keep this discussion at a very high level and in non-technical conceptual terms.   You are probably aware that...

read more

Retirement Planning Case Study #1

»Posted by on Sep 19, 2011 in Retirement Planning | Comments Off on Retirement Planning Case Study #1

George and Dorothy are 64 and 63 years old respectively. They have heard most of the conventional wisdom that was being passed about regarding how much money Baby Boomers who don’t have a pension would need to retire. People have been saying that you would need at least $1 Million or more. (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). They’ve been married over 40 years and for about 20 of those years, Dorothy was a stay-at-home Mom. She then took on a job as an administrative assistant, which...

read more

Retirement Planning for Baby Boomers

»Posted by on Aug 26, 2011 in Retirement Planning, What Makes Us Different | Comments Off on Retirement Planning for Baby Boomers

Baby Boomers! A unique generation. We Boomers have  faced many challenges together. Now we’re confronted with the challenge of retirement planning – most of us within the next 10 years or less. These are turbulent times. We’ve been through turbulent times before. So what are some of the Retirement Planning Issues that confront Baby Boomers? (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). Social Security Most of the experts believe that those of us who are 55 and older will receive our Social...

read more

Life Insurance: Universal vs Term

»Posted by on Aug 18, 2011 in Retirement Planning | Comments Off on Life Insurance: Universal vs Term

As a young man, I remembered being visited by Life Insurance Agents who told me how much life insurance I should have, but were not able to tell me the reason for their recommendations. These agents were usually about the same age as my parents and were members of the Great Generation who had endured the Great Depression and World War II and so I was not comfortable demanding an explanation for their recommendations. (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). When I decided to become an insurance...

read more

Request A Free Consultation
(913) 440-9637


Service Area

The Wade Agency proudly services Kansas and Missouri, including: Belton, Bonner Springs, Bucyrus, Clearview City, Cleveland, De Soto, Edgerton, Edwardsville, Eudora, Gardner, Grandview, Hillsdale, Kansas City, Leawood, Lenexa, Linwood, Louisburg, Mission, New Century, Olathe, Overland Park, Peculiar, Prairie Village, Raymore, Shawnee, Shawnee Mission, Spring Hill, & Stilwell, KS.

Helping Olathe & Kansas City navigate the insurance and retirement world.