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Recent Safe Money Articles

May 5, 2026

Ali Syed

Floor-and-Upside Model vs. Other Principal Protection Strategies for Retirement

Key Takeaways Principal protection strategies like the floor-and-upside model help safeguard retirement savings from significant losses. Choosing the right protection approach depends on your personal

May 5, 2026

Austin Smith

7 Ways the Income Floor Plus Upside Framework Supports Retirement Income Protection

Key Takeaways The income floor plus upside framework builds a retirement strategy by balancing dependable income with growth potential. This approach helps protect against risks

May 4, 2026

Ali Syed

IUL Policy Funding Basics: Understanding Rules, Compliance, and Safe Strategies

Key Takeaways Understand how compliance and funding rules affect your IUL policy’s growth and protection. Employ safe, informed strategies for funding your IUL to balance

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