by Tom Neeser | Nov 18, 2020 | Life Insurance, Whole Life Insurance
Of course, it must be a properly designed plan with the right company. Not only is it possible, but it is a brilliant strategy to add to your overall retirement planning. Let’s explore why you would want a Whole Life policy now for retirement later:...
by Tom Neeser | Oct 20, 2020 | financial planning, Investing, Life Insurance
If you are investing – you know there is an element of risk. Today, we are in unknown territory – a worldwide pandemic, one of the most contentious presidential elections in our lifetime, and market swings like we have never seen before. Just how much risk are you...
by Tom Neeser | Oct 1, 2020 | Life Insurance, Lifestyle planning
September was Life Insurance Awareness Month. There were many articles and campaigns to help families understand the importance of life insurance. We believe the need to increase awareness about life insurance should be a year-round campaign; the value of...
by Tom Neeser | Sep 16, 2020 | Personal Finance
If you know me, or if you have been reading my blogs, you know I am a raving fan of IBC – The Infinite Banking Concept, as taught by R. Nelson Nash in his book “Becoming Your Own Banker.” Here are the five simple rules to IBC: Think Long Range Be generous...
by Tom Neeser | Aug 18, 2020 | financial planning, Lifestyle planning, Personal Finance
Social Security – Will It Be There When You Need It? Many are looking closely at retirement and trying to decide if now is the time. With the coronavirus pandemic still actively wreaking havoc, it has thrown a wrench into many people’s retirement plans....
