Mark Twain once remarked, “It’s not what you don’t know that will hurt you. It’s what you think you know that isn’t so.” This underscores… Read More »Herd Mentality and Its Consequences
Universal Life Insurance (UL) has gained popularity as a retirement planning tool, with promises of tax-deferred growth and tax-free withdrawals. However, when we examine the… Read More »Universal Life Insurance as a Retirement Plan Is a Bad Idea
What to look out for in senior scams Facebook X-twitter Youtube Recognize Common Senior Scams Impersonation Scams: Callers pretend to be from a trusted organization… Read More »What to Look For in Senior Scams
Does it make sense to hire a realtor? Facebook X-twitter Youtube If you hire a realtor to help you sell your house, most of them… Read More »Does It Make Sense to Hire a Realtor?
How to find a good estate attorney and craft a quality financial plan Facebook X-twitter Youtube The cost of setting up a trust varies widely… Read More »How To Find A Good Estate Attorney and Craft A Quality Financial Plan
The Best Kept Secret… An Intoduction to IPS custom strucutred notes Index treasury notes Facebook X-twitter Youtube The Best Kept Investing Secret.. Since the first… Read More »The Best Kept Secret… An Introduction to IPS Custom Structured Notes (Index Treasury Notes)
“In today’s uncertain market environment, everybody would want to put certainty back in their investment portfolio. You can’t get more certainty than U.S. Treasuries and… Read More »The Ideal Investment for Today’s Market Environment
Should You Buy The Dip? What everybody wants to know Is this a good time to buy the dip, hold your current positions, or go… Read More »Should You Buy the Dip?
I have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans… Read More »What Makes a Great Financial Plan?
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