by Tom Neeser | Jan 26, 2021 | financial planning, Investing, Life Insurance, Personal Finance
Do you have access to cash on-demand, or are you locking up your assets? The answer may be influencing your prosperity more than you realize. Most investors focus on the Return on Investment. However, locking up money in investments where it is no longer liquid can...
by Tom Neeser | Dec 29, 2020 | Lifestyle planning
Who is ready to say goodbye to 2020?! COVID has forever changed the way we live, work, and play. I think everyone is ready to welcome the new year with renewed hope and expectations. The one thing that is on our minds more than ever is our...
by Tom Neeser | Dec 8, 2020 | Lifestyle planning
Using a tax-deferred account is a very common way many people choose to fund their Infinite Banking Plan. You will pay taxes on money that you withdraw from a tax-deferred plan. However, it is possible to reduce your overall tax liability and avoid paying...
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...
