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Wolfgang Financial and Insurance Agency, LLC. BBB Business Review
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Wolfgang Financial and Insurance Agency Blog

View the latest blog posts from Wolfgang Financial and Insurance Agency.

Thursday, June 16, 2016

Is Investment behavior helping ones retirement planning?

Wolfgang Financial and Insurance Agency LLC   www.wolfgangfinancialgroup.com  DALBAR’s 22nd Annual Quantitative Analysis of Investor Behavior Below are are a few bullet points from Dalbar's 22nd annual quantitative analysis of  investor behavior: 1. READ MORE >>

Monday, February 22, 2016

Social Security and Annuities

Wolfgang's Wisdom: Your Guide To Annuities And Social Security Understanding Annuities Annuities are contracts with insurance companies to protect your assets and/or provide a guaranteed source of income. There are four types: Fixed- The annuity's value accumulates at a constant rate. READ MORE >>

Tuesday, January 5, 2016

Will I Outlive My Money?

 Wolfgang Financial and Insurance Agency LLC What’s the number one fear of retirees? With Science and Technology improving, people are living longer than ever before. This is just one reason we are afraid of outliving our money. Income planning for retirement is not as simple as it once was. READ MORE >>

Thursday, November 19, 2015

Wolfgang's Wisdom: Your Guide To Annuities And Social Security

Understanding Annuities Annuities are contracts with insurance companies to protect your assets and/or provide a guaranteed source of income. There are four types: Fixed- The annuity's value accumulates at a constant rate. Indexed- The value of your annuity is linked to an index but is protected from market fluctuations. READ MORE >>

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Friday, August 21, 2015

The Power of Annual Reset

See below image The Power of Annual Reset for Annuities.For a FREE update on Annuity rates please contact Wolfgang Financial and Insurance Agency LLC (951) 375-4598 READ MORE >>

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Wednesday, April 22, 2015

10 Common Estate Planning Mistakes

10 Common Estate Planning Mistakes 1.       Procrastination.  Simply failing to get around to it.   2.       Believing that estate planning is only for the wealthy. READ MORE >>

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Monday, March 2, 2015

IS LIFE INSURANCE ONLY GOOD FOR ONE THING?

WHY LIFE INSURANCE SHOULD BE USED IN YOUR FINANCIAL PORTFOLIO! Life insurance is the most overlooked but also one of the most efficient solutions for retirement income planning. Many people don't realize the history of our income tax. After looking over the picture below, do you feel taxes are going up in the future or down? READ MORE >>

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Friday, December 12, 2014

IS LIFE INSURANCE ONLY GOOD FOR ONE THING?

WHY LIFE INSURANCE SHOULD BE USED IN YOUR FINANCIAL PORTFOLIO! Life insurance is the most overlooked but also one of the most efficient solutions for retirement income planning. Many people don't realize the history of our income tax. After looking over the picture below, do you feel taxes are going up in the future or down? READ MORE >>

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Wolfgang Capital, Wolfgang Financial and Insurance Agency or any of its employees are stated or implied. Appearances in media outlets 1290 Newstalk were a paid placement. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wolfgang Financial and Insurance Agency and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency. Wolfgang Capital and Wolfgang Financial and Insurance Agency are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Neither Wolfgang Financial and Insurance Agency nor Wolfgang Capital provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital, Wolfgang Financial and Insurance Agency and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Wolfgang Financial and Insurance Agency. Unauthorized use of the material is prohibited.

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