by Tom Neeser | Apr 21, 2022 | financial planning, Lifestyle planning
Here is a great article that addresses what Dave Ramsey gets terribly wrong. Ramsey gets several things right and has done a fantastic job helping people get out of debt. Many of the strategies he teaches I completely agree with. But anyone who has listened...
by Tom Neeser | Mar 23, 2022 | financial planning, Lifestyle planning
Cheryl and I just returned for the Nelson Nash Institute Annual Think Tank in Birmingham, Alabama. It was an opportunity to meet with and hear from other Infinite Banking Practitioners across the United States and Canada. We always get so pumped up after these...
by Tom Neeser | Dec 9, 2021 | financial planning, Lifestyle planning, Personal Finance
“By failing to plan, you are planning to fail”Benjamin Franklin Holidays are a great time to gather with family, have fun with friends, and experience the joys of the season. Unfortunately for many, it is also a time for overspending, bad financial decisions, poor...
by Tom Neeser | Oct 27, 2021 | Lifestyle planning
Our world continues to be filled with uncertainty. Covid appears it is here to stay as we consider vaccines, boosters, variants, and mandates. We are facing higher inflation, job, and labor shortages (which seem contradictory), and significant supply chain...
by Tom Neeser | Sep 9, 2021 | financial planning, Lifestyle planning, Personal Finance
In retirement, no one wants to worry about having enough money. You plan you save, you invest – but you forgot to consider inflation. Suddenly you find yourself running short and beginning to worry what the rest of your retirement years will look like. Do you know...
by Tom Neeser | Jun 8, 2021 | Life Insurance, Lifestyle planning, Personal Finance
Convertible Term Insurance should have a prominent place in your financial plan. So often, the question is: Whole Life or Term Insurance, which is better? The answer is, they both are suitable for different reasons and needs. In this case, you can...
