by Tom Neeser | Oct 1, 2020 | Life Insurance, Lifestyle planning
September was Life Insurance Awareness Month. There were many articles and campaigns to help families understand the importance of life insurance. We believe the need to increase awareness about life insurance should be a year-round campaign; the value of...
by Tom Neeser | Sep 16, 2020 | Personal Finance
If you know me, or if you have been reading my blogs, you know I am a raving fan of IBC – The Infinite Banking Concept, as taught by R. Nelson Nash in his book “Becoming Your Own Banker.” Here are the five simple rules to IBC: Think Long Range Be generous...
by Tom Neeser | Aug 18, 2020 | financial planning, Lifestyle planning, Personal Finance
Social Security – Will It Be There When You Need It? Many are looking closely at retirement and trying to decide if now is the time. With the coronavirus pandemic still actively wreaking havoc, it has thrown a wrench into many people’s retirement plans....
by Tom Neeser | Jul 21, 2020 | financial planning, Lifestyle planning, Retirement Alternatives
401(k)s haven’t always been around. It all started when Congress passed the Revenue Act of 1978, which include a provision in the tax code – section 401(k) that allowed taxpayers a break on deferred income. The code basically went unused...
by Tom Neeser | May 5, 2020 | financial planning, Retirement Alternatives
The past several weeks have been surreal as our schedules, routines, and lives have been upended by the COVID-19 pandemic. Adding to the health scare, is economic uncertainty, with many losing 20% – 30% or more of retirement savings. The question now is exactly...
