“Louis, I think this is the beginning of a beautiful friendship.” CASABLANCA, 1942
This is going to be a brief but replete post.
This post outlines a strategy that protects you against unforseen loss and guarantees a profit to your estate if you die owning investment real estate.
Every time you buy an investment property you have to establish a fund to [...]
“They’re here!” Poltergeist, 1982
Writing a book is a daunting task, but publishing a book and getting it to market makes writing feel like a walk in the park on a warm, sunny spring day - like today in Colorado.
2,000 copies of Money for Life…in good times and bad will arrive at my front door within [...]
As I look back at the 67 years that have passed me by, I realize that my interests in architecture and archaeology contribute to my profession as a financial teacher and guide.
The new paradigm that I construct for my clients and those who seek my advice is based on the architectural analogy of laying a solid [...]
Wednesday, January 9, 2008
Small life companies flourish “A new study from Conning Research and Consulting shows that despite tighter competition and consolidation in the life insurance market, many smaller life insurance companies are still flourishing.
The study, entitled “Successful Small Life Companies: Remaining Nimble in a Supersized World,” analyzed small companies as a group to identify [...]
Sometimes it may sound like I am coming across as the enemy of financial professionals and the investment community. That is not the case. I personally rely on a Certified Financial Planning Professional to manage the money that I borrow from my “banks” and leverage into investments.
The approach to investing that derives investment dollars from [...]
Reason number twelve why you and any money smart person should choose cash vlaue life insurance to build a Money for Life economy that lets YouBeTheBank and that lasts in good times and bad:
Your “bank” serves you without compromise while you are alive and allows you to pay forward - tax free and to anyone [...]
Reason number ten why you and any money smart person should choose to use cash value life insurance to build a Money for Life economy that lets YouBeTheBank and that lasts in good times and bad:
Your “bank” lets you grow your wealth tax free every year…no sliding backward…no worries about stock market crashes or real [...]
Reason number ten why you and any money smart person should choose to use cash value life insurance to build a Money for Life economy that lets YouBeTheBank and that lasts in good times and bad:
You can use the money in your “bank” when an unforeseen life event throws you off track (and that happens [...]
Reason number nine why you and any money smart person should choose to use cash value life insurance as a foundation to build a Money for Life economy that lets YouBeTheBank and that lasts in good times and bad:
Your “bank” can fund an inflation-protected income that you do not have to work for and you [...]
Reason number eight why you and any money smart person should choose to use participating cash value life insurance to build a Money for Life economy that lets YouBeTheBank and that lasts in good times and bad:
Your “bank” allows you to pre-pay the cost of future health and long-term care so the money you need [...]