Life Insurance…. Let me guess, was your first thought, “are you serious?” If so, don’t worry mine was too. How could life insurance be like anything like a Roth? When I was first presented with the idea that life insurance was more than purchasing protection about five years ago, being
For those that are thinking about passing wealth on, they must think about how they want that wealth to be spent. For the people that are inheriting wealth, you may have other ideas in mind. Both people have their own goals and understanding them prior to the actual event happening
We get it, debt is tough. We recommend being aggressive and process oriented with the below steps. Step 1: Is it accretive or erosive? Is it something that is helping you grow your net worth or is it hurting your net worth? Student loan debt and mortgages are accretive while
