by Tom Neeser | Jul 21, 2020 | financial planning, Lifestyle planning, Retirement Alternatives
401(k)s haven’t always been around. It all started when Congress passed the Revenue Act of 1978, which include a provision in the tax code – section 401(k) that allowed taxpayers a break on deferred income. The code basically went unused...
by Tom Neeser | May 5, 2020 | financial planning, Retirement Alternatives
The past several weeks have been surreal as our schedules, routines, and lives have been upended by the COVID-19 pandemic. Adding to the health scare, is economic uncertainty, with many losing 20% – 30% or more of retirement savings. The question now is exactly...
by Tom Neeser | Apr 3, 2020 | financial planning, Personal Finance
There is no precedence for what we are all going through. There is no game plan to follow. The market has never seen this type of volatility. We are bracing for a global recession. We have a choice – we can crawl in a hole and pretend everything is...
by Tom Neeser | Mar 14, 2020 | Lifestyle planning, News
We thought long and hard about our communication this week. Does anyone want to hear another thing about coronavirus? Does anyone really want to hear about how bad the market is and what they shoulda, woulda, coulda done? Do we have suggestions,...
by Tom Neeser | Mar 4, 2020 | financial planning, Investing, Personal Finance
“The problem in America isn’t so much what people don’t know; the problem is what people think they know that just ain’t so.” Will Rogers Infinite Banking is the concept that was created by Nelson Nash and explained in his book,...
