Category Archives: ALTERNATIVE INVESTMENTS

Not-So-Smart Planning: Is “Conventional Wisdom” Threatening Your Financial Future?

My Conversation with Elder law Attorney Nicole Wipp on the Smart Planning 101 Podcast “Financial Planning Does Not Work.” – Nicole Wipp Nicole Wipp of the Smart Planning 101 Show  is an Elder Law Attorney who grew up in a … Continue reading

Posted in 401K's & IRA's, ALTERNATIVE INVESTMENTS, PERSONAL FINANCES, RETIREMENT PLANNING | Tagged , , , , , , | Leave a comment

Peer Lending Investing Success Story: Beating the Odds (and the Experts)

“…peer-to-peer (P2P) lending has finally earned its place on an income investor’s menu.” -Forbes.com Nat Harward is no average 20-something. He owns a strategy consulting firm which he started in 2012 after being an account manager at a New York … Continue reading

Posted in ALTERNATIVE INVESTMENTS, CASH FLOW INVESTMENTS, ECONOMIC TRENDS, INVESTING ADVICE, WEALTH-BUILDING | Tagged , , , , | Leave a comment

Peer to Peer Lending: How Investors Are Earning Double-Digit Returns… by Helping Strangers!

“If you haven’t heard of Peer to Peer Lending you are missing out on what is turning to be a very hot investing opportunity.” Jeff Rose, The Huffington Post If you’ve read our blog for long, you’ll know we don’t … Continue reading

Posted in ALTERNATIVE INVESTMENTS, ECONOMIC TRENDS, PERSONAL FINANCES, WEALTH-BUILDING | Tagged , , , | 2 Comments

The Life Insurance Commission Shock: Whole Life Commissions vs. Mutual Fund Expenses

“Last week I bought a life insurance retirement policy. All I’ve got to do is keep up the payments for 15 years, then my agent can retire.” How much commission does a life insurance agents make? You might be very … Continue reading

Posted in ALTERNATIVE INVESTMENTS, CASH VALUE INSURANCE, INSURANCE AS AN ASSET, WEALTH-BUILDING, WHOLE LIFE INSURANCE | Tagged , , , , | 5 Comments

Bridge Loans and Hard Money: An Investment Opportunity?

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” – Robert G. Allen Two weeks ago, we asked in a post about Alternative Investments:  “If not the stock market, then … Continue reading

Posted in ALTERNATIVE INVESTMENTS, BRIDGE LOAN INVESTMENTS, INVESTING ADVICE, MORTGAGES, REAL ESTATE, WEALTH-BUILDING | Tagged | 9 Comments

Alternative Investments: If Not the Stock Market, then What?

“The individual investor should act consistently as an investor and not as a speculator.” -Benjamin Graham As we saw in our last post, the truth about the stock market has been obscured for too long. Mutual funds and stocks, the … Continue reading

Posted in 401K's & IRA's, ALTERNATIVE INVESTMENTS, BRIDGE LOAN INVESTMENTS, INSURANCE AS AN ASSET, INVESTING ADVICE, LIFE SETTLEMENTS, REAL ESTATE, WEALTH-BUILDING | Tagged , | 4 Comments

Health Savings Accounts: Earn Healthy Financial Returns with an HSA

“Health Savings Accounts (HSAs) are IRAs on steroids.” – Paul Zane Pilzer, economist, author, entrepreneur, professor. This month, we continue to explore health and wealth. Last week, we examined FSAs (or Flexible Spending Accounts/Arrangements), a tax-slashing employee benefit that most … Continue reading

Posted in ALTERNATIVE INVESTMENTS, HEALTH and WEALTH, INSURANCE ADVICE, PERSONAL FINANCES, SAVING MONEY, TAX TIPS | Tagged , , , , | 6 Comments