by Tom Neeser | Apr 2, 2019 | financial planning, Investing
Are you 100% sure you’ll have a great retirement, or do you have some doubt? What if I could show you how to be out of debt many years sooner than you thought possible, (often 9 years or less – including your mortgage) without spending any more money than...
by Tom Neeser | Feb 5, 2019 | financial planning, Investing, Life Insurance, Whole Life Insurance
Warning! What I am going to say goes against conventional wisdom espoused by pop culture financial gurus. Before I get into the details – I want you to actively participate in an exercise. I want you to think about if you could invent, from scratch, the perfect...
by Tom Neeser | Jan 8, 2019 | Investing, Personal Finance
We have all been rocked by the recent market volatility. Maybe you have been lucky, and you’re still ahead — or maybe not so lucky, and you’ve had losses, loss of the money you were planning on living on in retirement. You are being forced to reconsider your time...
by Tom Neeser | Nov 20, 2018 | financial planning, Investing, Life Insurance, Retirement Alternatives, Whole Life Insurance
One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old non-smoker, actuarial tables estimate you’re likely to live to age 86,...
by Tom Neeser | Nov 6, 2018 | Investing, News
I recently came across this great article written by Jeffrey Kleintop, a Chief Global Investment Strategist who specializes in analyzing international market trends and their financial implications. He’s frequently cited in a range of national media outlets...
by Tom Neeser | Sep 11, 2018 | financial planning, Investing, Prosperity Economics
Typical asset allocation models try to focus you only on the limited assets that banks or brokerages sell. The pervasive debate about “how much should you have in stocks vs. bonds?” is designed to get you to forget about other alternatives, such as real estate, life...