Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89
By Joshua King
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About this ebook
Our mom will probably receive a windfall as she ages. This can be from an inheritance, an insurance policy, downsizing her house, or cashing in a 401K.
She will automatically turn this money over to a financial advisor if we don't know anything about investing.
However, who is in a better position to ensure the family's financial longevity? You or a financial advisor?
Therefore, we need to learn about high-yield savings accounts, savings bonds, 30-Year bonds, and high-yield bond reinvestment.
Once mom determines what she wants for her legacy, we can work toward implementing a plan for her estate and her cash flow.
Yes, this may be out of your comfort zone. But the sooner you get good at talking about money, the sooner your mom opens up about her desires. Good Luck!
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Bonds for Mom - Joshua King
Table of Contents
MILITARY FAMILY INVESTING | Joshua King | Home of the Free PDF
Bonds for Mom
Monthly Dividend Tracker Template: Buy on Etsy
All Right Reserved Military Family Investing | 01 Bonds for Mom
02 Make Your Primary Residence Your Retirement Plan
03 Your 401K is NOT Enough
04 What is Generational Wealth?
05 The Magic of Cash Flow
06 Dividends vs. Social Security
07 My Favorite High-Yield Savings Account
08 High-Yield Savings Accounts Reach 3%
09 The Magic of High-Yield Bond Reinvestment
10 How to Buy and Track 30-Year Treasury Bonds
Free PDF Download + Tracker
Setting up your TreasuryDirect Account
Buying Bonds at Auction
Results from Auction
Preparing for Upcoming Auctions
Keep an Eye on 30-Year Treasury Yields
Find the Auction Date
Determine if it is a New or Reopening Auction
Set Up Your Certificate of Indebtedness Funding
Tracking Your 30-Year Bonds
My 30-year Bond Tracker
How the Payments Look in Your Checking Account
Try Something New -Free PDF Download
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Also By Joshua King
MILITARY FAMILY INVESTING
Joshua King
Home of the Free PDF
www.militaryfamilyinvesting.com
Bonds for Mom
A Low-Risk Retirement Plan for Mom
01 Bonds for Mom
02 Make Your Primary Residence Your Retirement Plan
03 Your 401K is NOT Enough
04 What is Generational Wealth?
05 The Magic of Cash Flow
06 Dividends vs. Social Security
07 My Favorite High-Yield Savings Account
08 High-Yield Savings Accounts Reach 3%
09 The Magic of High-Yield Bond Reinvestment
10 How to Buy and Track 30-Year Treasury Bonds
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Monthly Dividend Tracker Template: Buy on Etsy
Disclosure: I am not a financial advisor or money manager, and any knowledge is given as guidance and not direct actionable investment advice. I am an Amazon Affiliate. Please research any investment vehicles that are being considered. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
All Right Reserved Military Family Investing
01 Bonds for Mom
As our mothers increase in age, chances are they will receive some kind of windfall. This can be from an inheritance, a life insurance policy, downsizing a home, or cashing in a 401K.
As the son or daughter, you will want to ensure this money lasts until the end. Most people will turn over the money to a financial advisor, but is that the best solution for your family?
Do you want someone involved with no vested interest in your mom’s long-term outlook or her ability to leave generational wealth to her family?
The Magic of Living Below Your Means
What are mom’s fears? I am 41 years old, so my parents are getting older. I also have aunts and uncles who have received windfalls, and there is one common theme—they fear finances.
Before our mom moves forward with any financial plan, she must determine her financial fears. Her number one fear is running out of money.
Her second fear is being unable to assist one of her children or grandchildren. Moms will always try to help their families, sometimes to their own detriment.
Counting