by Tom Neeser | Aug 5, 2025 | Blog, financial planning, Life Insurance, Lifestyle planning
As pensions disappeared, the responsibility for saving for retirement was shifted to the American worker (via 401K plans). Unfortunately, most employees have very little (if any!) education or experience in investing. For most individuals, their 401...
by Tom Neeser | May 20, 2025 | Blog, financial planning, Investing, Personal Finance
A Beginner’s Guide by Neeser Financial Solutions Introduction At Neeser Financial Solutions, we believe financial freedom begins with understanding how to make your money work for you. The Infinite Banking Concept (IBC) is a powerful, long-term strategy that helps you...
by Tom Neeser | Apr 1, 2025 | Blog, financial planning, Investing, Life Insurance
Life insurance is a financial tool designed to provide security for loved ones in the event of the policyholder’s death. It ensures that beneficiaries receive financial support to cover expenses such as outstanding debts, daily living costs, and future financial...
by Tom Neeser | Jul 23, 2024 | Blog, financial planning
Maybe you have been faithfully contributing to your 401K for years. Maybe you have a decent employer match. Maybe your balance has grown enough that you think, “I have this retirement thing covered.” Have you ever asked yourself, “How much of my 401k is really...
by Tom Neeser | Apr 17, 2024 | Blog, financial planning, Personal Finance
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
by Tom Neeser | Feb 9, 2024 | Blog, financial planning, Investing
Haven’t you worked hard to get where you are in your financial life? Don’t you want to retire with certainty and security, without worry? Did you know that you can insure your retirement just like you insure your home, life, health, and car against...
