Here’s what to ask yourself at your next financial checkup

Here’s what to ask yourself at your next financial checkup

With everything going on in your life, why do you make time for your annual physical? Maybe your insurance covers it. Maybe you want to ensure you are in good physical shape and catch any potential problems early. I believe the same can be said for your financial health. To ensure you are in good financial condition and stay that way, you must take time for an annual financial review with a professional.

Budgeting Basics

Budgeting Basics

Budget: a word that causes stress and anxiety for some while helping others bring order to their lives. Do you wish you had something to help you get your finances in order but believe creating a budget would be impossible?

FREE Child Asset Builder

What if you could use the magic of compound interest for decades (i.e., a child policy), yet never pay taxes above basis because you take distributions as a loan?

It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.

As a parent or grandparent, you can leave a legacy by using the magic of compound interest.