Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn’t be afraid to consult a financial planner–when appropriate. Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically chargeContinue reading “Do you need a financial planner?”
Tag Archives: Protection
Don’t look for a job, create a job
Create your own paycheck. He who writes your check dictates your life. Are you going to graduate in college soon or just recently lost your job? We have a career or profession for you as a business owner. You own your book of business and a team to help you grow it. Learn how to make moneyContinue reading “Don’t look for a job, create a job”
Zero market risk, tax free, asset protection, living benefits
The book of Patrick Kelly, The Retirement Miracle, tells us that: 401k retirement plan is not a conservative way to save for retirement and not tax free either Index Universal Life Insurance (IUL) (never takes loses like the 401k did) with living benefits allowing you to receive 75-90% of the face value of your insuranceContinue reading “Zero market risk, tax free, asset protection, living benefits”