Imagine this–

A successful 45 years old
A couple of children about to go off to college
The stay-at-home spouse is about to re-enter the work force even though the family doesn’t need the income
The mortgage-paid off
No auto loans, credit card debt, or home improvement loans
Several years of living expenses set aside [...]

Filed under: Soulutions, Uncategorized, bank, banking, banks, behemoth, behemoths, cash value life insurance, creating wealth, credit, credit union membership, debt, economy, family economy, financial, insurance, insurer, investing, investments, IRs, legacy, liberties, life insurance policies, managing personal finances, Money, mortgage, mortgages, Retirement, saving, savings, security, stocks, Taxes, wealth, whole, Whole Life Insurance, wisdom | Post a comment

As I have said on many other occasions, Behemoths—big government agencies like the IRS, Fannie and Freddie, big investment firms, mutual funds, and stock insurance companies, big insurance agencies like AARP posing as advocates, big unions, big community organizations like ACORN—have misled Americans about the how-to of creating wealth and managing personal finances.  This is [...]

Filed under: Retirement, bank, banking, banks, creating wealth, credit, debt, financial, financial goals, insurance, insurance companies, interest, investing, investment firms, investments, managing personal finances, Money, peace of mind, Retirement, risk, s, saving, savings, wealth, whole, Whole Life Insurance, wisdom | Post a comment