How to Manage Your Investments Yourself

You don’t have to be a financial expert to manage your investments yourself. All you need is a bit of education and a clear outline of your financial goals. These are the three questions you need to ask yourself before you take on investment management: What would you do ifContinue Reading

family bank with whole life insurance

Discussing the family bank and whole life insurance isn’t a particularly romantic topic. Most people with life insurance policies name their spouse as the beneficiary and leave it at that. But taking out additional whole life insurance policies on your loved ones might just be the best Valentine’s gift youContinue Reading

Income Producing Assets for 3 Streams of Income

Income producing assets are what separate the wealthy from the working middle class. In fact, during his five-year study of habits of the rich and poor, author Tom Corley found 65% of millionaires had at least three streams of income. It’s important to have multiple income producing assets for theseContinue Reading

Whole life insurance tax shelter investments

Are you preparing for tax season? January 31 is the last day for employers to mail W-2 forms to employees. You may also have 1099s or other forms regarding your investments, such as 401(k)s, IRAs, HSAs, and various types of  insurance. It can be confusing to know what you actuallyContinue Reading

cash value insurance

Utilizing cash looks different for everyone. What’s great about owning a cash value insurance policy, also known as whole life insurance,  is that when you are ready to utilize the liquidity there are no restrictions. You can use the cash for anything you want or need, and the liberty ofContinue Reading

guaranteed insurability rider

By definition, “insurance” is a contract that provides financial protection against loss. Whether it’s loss of property, a job, health, even a particular skill or unique characteristic (Betty Grable’s legs, Bruce Springsteen’s voice, etc.). One factor that plays a role in the selection of insurance is one you cannot preventContinue Reading

life insurance policy riders, top 5 insurance policy riders

“Life insurance policy riders? You mean there’s even more to consider?” You’ve done your homework. You’ve compared different types of life insurance. You’ve decided on the coverage you need—at the price you can afford. Now there’s another level of customization for your policy. Life Insurance Policy Riders Policy riders addContinue Reading

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