Category Archives for Life Insurance
Is Gold a Good Investment? (Part 2)
“The commander of the imperial guard took away the basins, censers, sprinkling bowls, pots, lampstands, dishes and bowls used for drink offerings—all that were made of pure gold or silver.” – Jeremiah
Read More »Passive Income: Why Cash FLOW is King (even if you’re not retiring)
By Anthony J. Faso CPA and Kim Butler and“Happiness is positive cash flow.”-Fred Adler, venture capitalist.From a financial perspective, the goal of retirement planning is providing passive income.
Read More »Three Monkeys and a Cat: the Truth about Picking Stocks
“A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts.”-Burton Malkiel, Asset manager and
Read More »Inconvenient Truths about the Stock Market
“The person that is buying a share of stock is convinced he knows something that the other person who’s selling it to him does not know. There’s no zero sum game in Wall Street.”-Bernie MadoffNo
Read More »Life Settlement Investments: Pros and Cons and Facts
“This might be the best investment you’ve never heard of.” – Kevin Nichols, private equity fund managerAre You an Investor Seeking Stock Market Alternatives? We think that people are tired of
Read More »Financial Flexibility: Saving Too Much in All the Wrong Places?
“More than 25% of Americans are dipping into 401(k) retirement accounts to pay for bills.” ~The Los Angeles Times, March 7, 2013 More people are raiding their 401(k)s than ever before, but not for
Read More »Saving Right: Is Your Emergency Fund Prepared for Opportunities?
“The secret of success in life is for a man to be ready for his opportunity when it comes.” -Benjamin DisraeliThe Best Way to Save MoneyOnly three years before the Great Depression started with the
Read More »How Safe is Your Money? FDIC Insurance and Fractional Reserve Banking
“You’re thinking of this place all wrong… as if I had the money back in a safe. The money’s not here. Your money’s in Joe’s house…right next to yours. And in the Kennedy house, and Mrs. Macklin’s
Read More »STOLEN SAVINGS: Three Men and a Bank Account
How Civil Forfeiture is used to Confiscate Bank Accounts“Banking is a very treacherous business because you don’t realize it is risky until it is too late. It is like calm waters that deliver huge
Read More »Family Banking 101
“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
Read More »Life Insurance for Children and Grandchildren? The Surprising Benefits
“If you want to start an argument, ask a group of financial advisers what they think about buying life insurance for children.” – Bankrate.com Should you get life insurance for a child? Don’t
Read More »Is Gold a Good Investment? (Part 1)
“Mr. Bond, all my life I have been… in love with gold. I love its colour, its brilliance, its divine heaviness… I ask you… is there any other substance on earth that so rewards its owner?” –
Read More »The Leverage Test: Can You Use Your Assets as Collateral?
“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,
Read More »Whole Life Vs. Indexed Universal Life: What Insurance Agents and Financial Advisors Really Think
“Believe (me), it’s not fun trying to explain to a client why his cash value went down and what are those high fees about.” – Agent/Advisor discussing Whole Life vs. Indexed Universal Life with
Read More »Universal Life: The Inconvenient Truth about the “Other” Permanent Insurance
“The insurance industry has a dirty little secret that threatens the retirement plans of millions of unsuspecting families. “The problem is buried in the fine print of universal life policies…” John
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