What is Life Insurance Banking? What are the benefits?

January 4, 2019 |

Prior to 2005, the zenith of fail safe investing was real estate. Even before the sub prime bubble was created, buying a home was considered an investment that could not lose. Even in 2006 as I was warning friends not to go near real estate, they were listening to real estate agents spouting the old…

Safe Investing with Life Insurance Banking

January 4, 2019 |

The challenge facing investors today: how to put together the best investment strategies to make your money can grow without too much risk. Stock funds and bond funds are always part of the mix for most folks, and so are good safe investments. Looking down the road, there could be more trouble in the world’s…

Become The Banker Retirement Planning and Social Security

October 9, 2018 |

BECOME THE BANKER Retirement Planning and Social Security Does your retirement planning include Social Security?  If so, how much do you really know about Social Security and how it works? The Social Security Act was written by President Franklin Roosevelt’s administration and passed by Congress in 1935 as part of the New Deal.  Use of…

Leaving A Tax Free Legacy

September 19, 2018 |

LEAVING A TAX FREE LEGACY Regardless of your reason for giving, a gift of a tax-free life insurance policy can represent a substantial future gift to a favorite charity at relatively little cost to you.  You can: Make a Charity the Beneficiary of an Existing Policy:  If you have a life insurance policy you no…

Financial Planning: A Road Map To Attaining Financial Freedom

June 20, 2017 |

Financial Planning: A Road Map to attaining Financial Freedom Do you have a lifelong goal of attaining financial freedom? Well, if you do, then you should know that you are just one among the many people out there today whose main objective in life is to reach a point where you do not have to…

How To Find A Safe Financial Planner?

June 20, 2017 |

Having a financial planner at your disposal can make it a lot easier for you to manage your money. However, you need to be able to trust the person that you hire completely. These tips will help you find a safe financial planner to work with: Ask for Recommendations Reach out to the people in…

The Very Reasons You Should Hire A Financial Advisor

June 20, 2017 |

Managing wealth is of course the most important reason to hire a financial advisor, but the reality is that professional help when it comes to managing your funds can go beyond what’s on the surface. Your advisor may help you out perform the stock market, but acquiring wealth is not the same as keeping it.…

Would Hiring A Financial Advisor Really Be Worth It?

June 20, 2017 |

If you’re trying to make investments and plan for retirement, a financial adviser can certainly come in handy. Naturally, there are online discount brokers for small investors and all kinds of other modern options that can help you avoid having to pay a fee to a financial advisor. Is it worth paying the fee though?…

It’s Recommended To Save For Retirement From The Very Beginning

June 20, 2017 |

Are you planning on retiring soon? Maybe you were forced into retirement like my mom. You always hear about stories like that, and then it happens to you or someone you know. Retiring early has it’s benefits, as my mom can surely tell you, but at the same time, it can be difficult unless you’re…

The Serious Advantages Of Hiring A Financial Advisor

June 20, 2017 |

You may think that worrying and planning about your financial future is unimportant, but you couldn’t be further from the truth. If you plan to retire on your income, it’s important to start saving money and planning your finances in early adulthood. Understandably, many people find financial decisions to be cumbersome and even harder to…

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