Welcome to BBK’s thoughts page. Here you will find our latest news, perspective, resources and thoughts.
BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security.
We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.
How long is the life insurance payout process?
The timing of insurance payouts depends on how quickly the claim paperwork is filled out. Each state has guidelines on how long a carrier must get a payout done after receiving a claim. Learn more by clicking below.
READ MORE INCLUDING BRANDON’S INSIGHTS ON MONEYGEEK.COM
Important Numbers you need to know
There are lots of important numbers that you need to keep in mind when planning. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference you need.
Download your 2025 guide HERE.
Finishing off your planning for this year?
Download your 2024 guide HERE.
$500,000 Life Insurance Insights
There are a lot of life insurance policy types; they could be term or whole life with different riders attached producing different outcomes based on the policyholders’ wants and needs. In simple terms, a $500,000 policy will pay out that sum as a death benefit to a beneficiary when the owner passes away. Typically, these funds are earmarked for a purpose to the beneficiary. It may be to leave a legacy, pay off specific debts (mortgage, college funding, etc.) in the case of premature death, or provide an income stream to a spouse for a period of time.
READ MORE INCLUDING BRANDON’S THOUGHTS ON MONEYGEEK.COM
The difference between real life and an algorithm
Humans don’t really fit into an algorithm. Especially when it comes to $$$! Read more here
You have an opportunity, if you are thoughtful, to finish financially strong. Want a little a guidance – check out our year-end strategies here!
The end of the year provides a number of planning opportunities and financial issues worth discussion. Year-end topics can include tax planning, investment and retirement accounts allocation, charitable giving, cash flow and savings planning, insurance reviews and estate planning.
Download are checklist of issues to consider HERE.
Build your plan - YOUR way
Tyler Smith, BBK advisor, has opened up the calendar for working sessions again. Read more…
Does worrying help?
Here’s a list of all the things helped through worrying… Read more.
Health Insurance can be really tough. Want a little a help – check out our information here!
Brandon Gregg weighs in his opinion with the MoneyGeek team. Want to read more – click here!
