Category Archives for Life Insurance
Universal Life: The Inconvenient Truth about the “Other” Permanent Insurance
We advocate Whole Life Insurance with PUA (Paid-Up Addition) riders for some of our clients as a good place to store cash, as well as benefit from permanent life insurance. But what about Universal Life?
Read More »Whole Life vs. Indexed Universal Life: What Insurance Agents and Financial Advisors Really Think
Have you ever wondered if a financial professional was selling you what is really best for you? In this post, we peel back the advice that agents and advisors give, not just to their clients, but to their
Read More »The Power of Leverage: Three Reasons to Use Assets as Collateral
Perhaps you wondered to yourself, “But why would I WANT to leverage my assets or use them as collateral? Don’t I want them to be “free and clear”? But is that how the wealthy of the world operate!?
Read More »The Leverage Test: Can You Use Your Assets as Collateral?
When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – you can borrow them back should an urgent need for cash arise. It’s common for people to find
Read More »Is IBC a Scam? A CPA’s Perspective on the Infinite Banking Concept
My name is Anthony Faso, and I’ve been a CPA for almost 20 years. I would get at least one phone call or email from some financial planner trying to get referrals from me. When I was
Read More »Winning the Happiness Lottery
However, not all studies support the "more is better" theory. Perhaps at odds with other studies found that the wealthier people were the less likely they were to savor positive events. Perhaps people
Read More »A Few Things You Need to Know about the Trump’s Tax Plan
There were drastic changes to the tax code. Here are some high level changes that will affect most of my clients. Soon, I will dive deeper into the changes. For example, food and entertainment
Read More »We Found How Much Happiness Costs
"All I ask is the chance to prove that money can't make me happy."~ Spike MilliganAre people who make more money happier? What about people who save more? Can people be happy with very little? And how
Read More »Things I Wish I Knew When I Was Younger
When I was asked to talk to at a Homebuyers Seminar, I decided to share a few things, I wish I learned when I was younger. Here are my views on personal finance, your most valuable asset and how to start
Read More »You Really Can Buy Happiness
Regardless of income, research has shown that those who spend in certain ways find greater levels of contentment. Apparently, to spend your way to happiness, you should follow these rules of thumb:1. Purchase
Read More »The Questions Wall Street Hopes You’re Not Asking
“Successful people ask better questions, and as a result, they get better answers.” -Tony Robbins Prosperity Economics urges people to take back control of their thinking as well as their money. This
Read More »The Banker’s Secret: Life Insurance as an Investment?
“Many banks have more invested in life insurance policies than they do in bank premises, fixed assets and all other real estate assets combined.” -Denver Nowicz, Equity4ProfitDenver Nowicz was profoundly
Read More »Live Your Life Insurance Book
Startling book reveals centuries-old wealth-building method.If you knew about a 200+ year-old method to building sustainable wealth, safely and reliably, would you use it?Most people gamble their financial
Read More »Busting the Retirement Lies: Living with Passion, Purpose and Abundance Throughout our Lives
Work ’til 65… Stop working. NOT!Is it possible that everything you have been told about retirement – and retirement planning – is WRONG? Is retirement dead? Perhaps not yet, but it’s on life
Read More »Investing Outside the Box: Alternative Investment Options
Posted on by Kim Butler and Anthony J. Faso CPA “There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.” ~Mark Twain.The word “investments”
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