by Tom Neeser | Aug 2, 2023 | Blog, financial planning
Hidden Costs of Investing Most people assume that if they have a 401k or IRA, they are paying little to no fees. This lack of understanding of how these plans charge fees can cost you thousands of dollars. The average fee is 1-2% a year. According to the Department of...
by Tom Neeser | Apr 14, 2023 | Blog, financial planning, Life Insurance, Whole Life Insurance
Infinite Banking is a lot of things, but there are several things that Infinite Banking definitely is NOT: A GET-RICH-QUICK SCHEME. Or a scheme of any type. Infinite banking is a disciplined approach to taking over the banking function in your life. A TRADITIONAL...
by Tom Neeser | Mar 3, 2023 | Blog, financial planning, Personal Finance, Retirement Alternatives
“Cross your fingers and hope for the best.” Unfortunately, this seems to be one of the most popular retirement strategies around – and as you can imagine – it is a disaster waiting to happen. If you want to have a plan that is predictable, guaranteed, and grows...
by Tom Neeser | Jan 3, 2023 | Blog, financial planning, Lifestyle planning
With the New Year comes new opportunities. We wanted to share with you something we are very excited about as we look forward to 2023. Anyone who has read our blogs knows – we teach and practice a proven strategy that gives you control of your...
by Tom Neeser | Nov 17, 2022 | Blog, financial planning, Life Insurance, Whole Life Insurance
If you have a whole life policy and have taken out a loan, you might be wondering – what makes the most sense? Do I pay off the loan first, pay my premium or pay the interest? It is very important to understand the proper sequence and why. Let’s...
by Tom Neeser | Sep 27, 2022 | Blog, Investing, Lifestyle planning, Personal Finance
If the market’s ups and downs are making you nervous, you must ask yourself -how much risk am I willing to take with my retirement dollars? When you are thinking about retirement – the last thing you want to worry about is having enough money, but that is...
