When it comes to financial planning, some people believe that artificial intelligence (AI) and machine learning (ML) will play a major role in the future. But what does that mean for consumers? And is it really necessary to use these technologies when it comes to making important financial decisions? In this blog post, William Schantz …
Does AI & ML Have A Future In Financial Planning? By William Schantz Read More »
When it comes to investing, there are a lot of different options to choose from. But if you’re looking for a low-risk investment with guaranteed returns, U.S. Treasury bonds might be the right choice for you. Here’s an overview of what Treasury bonds are by William Schantz and how they work, plus some tips on …
When it comes to saving for the future, looking into Series I Savings Bonds may be a good option. These bonds offer special tax benefits that can make them a more attractive choice for some savers. Here William Schantz discusses what makes Series I Bonds unique and why you might want to consider investing in …
In the world of finance and investing, security futures are a relatively new development, says William Schantz. They offer investors a way to speculate on the future value of securities without actually having to purchase the underlying asset. This can be a very lucrative investment strategy, but it’s important to understand the risks involved before …
When most people think of investing, they think of buying shares in a company and watching their money grow. While this is one way to invest, it’s not the only way. Another method of investing is value investing. With value investing, you look for stocks that are trading below their intrinsic value, says William Schantz. …
If you’re getting close to retirement age, you’re probably thinking about claiming social security benefits. But before you do, there are a few things you need to know. First, when should you start taking benefits? You can start as early as age 62, but if you wait until your full retirement age (which is 66 …
According to the president and CEO of Life Happens, Faisa Stafford, buying life insurance is not all that different to ordering a coffee at Starbucks – the large number of options make it hard for a buyer to know what they need. As a matter of fact, according to a survey conducted by LIMRA and …
3 Tips for First-Time Life Insurance Buyers by Bill Schantz Read More »
By definition, life insurance pays out a lump sum of money upon death or after a set period of time. Most people find it difficult to talk about death. Furthermore, it appears that thinking about the end of life and having insurance in place for that time is a delicate subject to bring up. Life …
Bill Schantz Reinforces Why People Should Buy Life Insurance Read More »
Many people do not consider retirement planning to be a life goal. People should not only plan their financial affairs for when they are no longer working, but they should also involve their family, particularly their spouse, in the process, according to Bill Schantz. Individuals with dependents should speak with their close relatives and, if …
Bill Schantz on How Talking to Family about Retirement Matters Read More »
The COVID-19 pandemic was a global aberration that had far-reaching consequences. Most importantly, it changed people’s attitudes and beliefs about money and life in general. The same can be said about insurance, particularly life and death benefits. According to Bill Schantz, health and financial stability issues such as inheritance have become top priorities for many …
Bill Schantz Explains How Insurance Preferences Are Changing Read More »