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Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89
Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89
Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89
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Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89

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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!

 

LanguageEnglish
PublisherJoshua King
Release dateDec 28, 2022
ISBN9798215556726
Bonds for Mom: A Low-Risk Retirement Plan for Mom: Financial Freedom, #89

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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

    MILITARY FAMILY INVESTING

    Sign up for Joshua King's Mailing List

    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

    Free PDF Download

    1)  PDF of the Month: Don’t Gamble with Retirement 9 (Free 394-Page PDF)

    2)  Free PDF Downloads: Download FREE PDF LIST here

    3)  Financial Mindset: Become CEO of Yourself 2 (Free 196-Page PDF)

    4)  Retirement Planning: Your Retirement Planning Guide 2 (Free 255-Page PDF)

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    6)  Cryptocurrencies: Counting on Crypto 2 (Free 159-Page PDF)

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    8)  Business: Retire Rich, Retire Comfortable with a Business 4 (Free 149-Page PDF)

    9)  Latest DGWR: Don’t Gamble with Retirement 9 (Free 394-Page PDF)

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    20) For more detailed analysis, join my Youtube: MFI YouTube Channel

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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.

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