VMG Newsletter

Imagine investing $400,000 today and creating a legacy that will deliver over $39.6 million in tax-free income for your children, grandchildren, and great-grandchildren. Sounds impossible, right? Not if you’re familiar with the Rockefeller Waterfall Estate Planning method. Named after one of America’s wealthiest families...

Retirement should be a time of relaxation,
travel, and enjoying the fruits of decades
of hard work. Yet, for many retirees, money
worries often cloud those golden years. A
study by the Employee Benefit Research
Institute found that 7 out of 10 retirees are
concerned about outliving their savings...