Is 401k an Asset?
As of 2018, 58 million workers in America were actively participating in 401k planning. For many, opening and contributing to a 401k becomes an option through work and while it is...
What Is a 770 Account?: The Straightforward Facts You Need to Know
You may not have heard a lot about a 770 account, or you may know it by one of its other names. The 770 account is one of the...
What Are Paid Up Additions (PUA) in Whole Life Insurance?: A Complete Guide
If you would like to increase the value and practicality of your life insurance plan, adding a paid up additions rider also known as PUA could be a great...
7 Common Cash Poor Mistakes and How to Avoid Them
Do you feel cash poor? The average American between 35 and 54 years old, has around $130,000 of debt. If you’re in this category, it doesn’t mean you’re poor...
Great life insurance strategies to help keep you financially stable
Life insurance is one of those topics many of us like to avoid. No one likes to think about their own death, and the idea of having a policy...
Cash Flow Insurance With Infinite Banking: What You Should Know
Cash flow is one of the most important components of financial health. Inadequate cash flow is the reason 82% of small businesses fail, and it is also one of the causes of...
The First Step to Becoming Your Own Banker
A recent study shows that only 11% of Americans strongly feel that they are financially secure. Are you part of this 11%? If not, you may be interested in learning more...
What is Private Family Banking?
A shocking number of Americans live paycheck to paycheck. Surveys show that 74% of all employees live month-to-month, and more than 25% of families earning a six-figure income do the same....