Mastering Your Money: Make Finances your Puppet
Improving your financial literacy can reduce stress, increase your financial security, and help you achieve your personal and financial goals.
Financial Planning
Market Gone Wild? Protect Your Retirement with Annuity Rollovers
Don’t let market volatility derail your retirement plans. Explore your rollover options and take control of your financial future.
Long-Term Care Reimagined: Unlock the Advantages of Hybrid Policies
We all deserve to age with a little bit of style and a whole lot of peace of mind. Here’s a plan that makes this dream possible without breaking your bank.
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Main Idea / Thesis: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is an underrated tool for building… Read More »Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Main Idea / Thesis: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offering a… Read More »Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight