by Tom Neeser | Mar 29, 2021 | Life Insurance, Lifestyle planning, Personal Finance
“The problem in America isn’t so much what people don’t know; the problem is what people think they know that just ain’t so.” Will Rogers Infinite Banking is the concept that was discovered by Nelson Nash and taught in his book,...
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 | 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 | 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...
