Financial pundits everywhere talk and write about how an investor’s mindset can have a significant effect on wins and losses – true statement.  However, my belief is that poor decision making doesn’t start with irrational thinking, it starts with irrational investments. I recently read, The Behavior Gap, a book byContinue Reading

Stop using your credit cards and start borrowing your own money instead. One of the major benefits of having a whole life insurance policy is liquidity. It’s having access to your money when you need it. The average American household is carrying about $15,500 in credit card debt. And 33%Continue Reading

With the April 15th deadline for filing your personal income taxes looming, I figured it a good time to review the tax benefits of permanent life insurance.  While I am not an advocate of investing solely for tax reasons it’s important to understand how your investing strategy is impacted byContinue Reading

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