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- Hard Money, Hard Lessons: 3 Private Mortgage Investing Mistakes to Avoid
- Taming Financial Fears and Worries
- Financial Reform or Regression? The Battle Over Dodd-Frank Provisions and Fiduciary Vs. Suitability Standards
- Should You Invest Inside Your Retirement Plan?
- Discovering Our Purpose, Treasuring Our Time
Category Archives: CASH VALUE INSURANCE
“A Family Bank is a strategy to keep wealth in your family and keep it growing… from generation to generation.” – The Family Banking Book (forthcoming) This strategy has been called “Family Banking,” “Private Family Banking,” the “Private Reserve Strategy,” … Continue reading
“Personal finance publications bias their recommendations—either consciously or subconsciously—to favor advertisers.” – Jonathan Reuter and Eric Zitzewitz, Quarterly Journal of Economics Two weeks ago, we started a rant inspired by a single issue of Kiplinger’s that I picked up to read … Continue reading
“Always bear in mind that your own resolution to succeed is more important than any one thing.” ― Abraham Lincoln We’ll be back next week with Part Two of our Kiplinger’s expose. This week, we want to share another resource that … Continue reading
“I bought a new life insurance policy but the small print is impossible to understand. All I´m sure of is that after I die, I can stop paying.” Do You Want to Stop Paying Your Life Insurance Premiums? What happens … Continue reading
“I want my money to be like a river, not like a pond.” – Lisa Sasevich, Inc. 500 business owner We said in our last article, we’re tired of “investing” being equated with the stock market/ mutual funds! Wall Street … Continue reading
“Whenever I hear a financial consultant (or anyone) talk about less expensive premiums for term, I know they really don’t understand how this animal of properly designed whole life insurance really works.” – DailyFinance.com Is whole life insurance a good … Continue reading
“When we leverage, we aggregate and organize existing resources to achieve success.” – Richie Norton, The Power of Starting Something Stupid. When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – … Continue reading