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  3. July 2013

July 2013

IRAs For Kids?

Submitted by Wale Advisory Group on July 16th, 2013

Many of our clients have IRAs that they will never use. So at some point, they will probably be passed on to their children and grand children. Since this may inevitably happen, what if you planned ahead, and used the IRA for your grandkid’s retirement? It may be a profound idea, but it’s completely possible!

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Seven Habits For A Longer Life!

Submitted by Wale Advisory Group on July 2nd, 2013

Are you living a life full of things that will bring you health and happiness? Hopefully you can check each of these items off your list. Let’s see:

1. REST UP! Getting enough sleep is crucial to your life span. Studies have shown that people who consistently got less than five hours of sleep a night, had shorter life spans on average.

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Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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